Retirement plan

AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN

Name: AMERICAN FOUNDATION FOR SUICIDE PREVENTION - AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN (2016) Form 5500
Creator: AMERICAN FOUNDATION FOR SUICIDE PREVENTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN, AMERICAN FOUNDATION FOR SUICIDE PREVENTION

AMERICAN FOUNDATION FOR SUICIDE PREVENTIONEIN 13-3393329Plan #001PY 2016

120 WALL ST., FL 29 - NEW YORK, NY 10005212-363-3500afsp.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returnsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$7.4M

No prior year

Total participants

114

No prior year

Average account balance

$87,935

No prior year

Annual return

2.71%

No prior year

Benchmarks

See 7,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,816 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$84K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

215

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

84.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2T2S

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$106K

$1277 / participant

Other / not subdivided$106K100.0%

% of EOY assets

1.435%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,935

$48,076+82.9%

$78,693+11.7%

$62,891+39.8%

Participation rate

63.9%

65.2%-1.4pp

73.6%-9.7pp

69.3%-5.5pp

Annual return

2.71%

31.35%-28.6pp

62.18%-59.5pp

20.14%-17.4pp

Employer contribution / active EE

$4,428

$2,015+119.8%

$2,850+55.4%

$2,281+94.1%

Participant deferral / active EE

$2,053

$2,588-20.7%

$3,517-41.6%

$3,203-35.9%

Admin fee / account holder

$1,262

$3,207-60.6%

$4,511-72.0%

$4,296-70.6%

AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion