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 (2020) 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 2020

199 WATER STREET, 11TH FLOOR - NEW YORK, NY 10038212-363-3500afsp.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.9M

+19.4% from 2019

Total participants

163

+13.2% from 2019

Average account balance

$81,634

-12.5% from 2019

Annual return

11.75%

+5.66 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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

Top 1 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070	Contract Administrator	$5,997

Plan features & details

Pension benefit codes2F2G2L2M2T2S3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$47 / participant

Contract admin$6K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: AAFCPAS
Auditor EIN: 042571780
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,634

$66,124+23.5%

$90,440-9.7%

$73,493+11.1%

Participation rate

86.6%

69.7%+16.9pp

72.7%+13.9pp

70.7%+15.9pp

Annual return

11.75%

17.65%-5.9pp

1294.38%-1282.6pp

28.51%-16.8pp

Employer contribution / active EE

$5,562

$2,346+137.1%

$3,263+70.5%

$2,270+145.0%

Participant deferral / active EE

$2,618

$3,039-13.9%

$3,964-34.0%

$3,740-30.0%

Admin fee / account holder

$41

$396-89.6%

$5,615-99.3%

$513-92.0%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION3 years

Service code 13 · EIN 35-1140070

Contract Administrator

$5,997

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