Retirement plan

AIDS SERVICE CENTER OF NYC RETIREMENT PLAN

Name: AIDS SERVICE CENTER NYC - AIDS SERVICE CENTER OF NYC RETIREMENT PLAN (2017) Form 5500
Creator: AIDS SERVICE CENTER NYC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIDS SERVICE CENTER OF NYC RETIREMENT PLAN, AIDS SERVICE CENTER NYC

AIDS SERVICE CENTER NYCEIN 13-3562071Plan #001PY 2017

64 WEST 35TH STREET, 3RD FLOOR - NEW YORK, NY 10001212-645-0875alliance.nycLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$4.3M

+25.2% from 2016

Total participants

215

+26.5% from 2016

Average account balance

$21,136

-12.1% from 2016

Annual return

11.33%

+12.54 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.25M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

294

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$920K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$46,137
ALTIGRO PENSION SERVICES INC2+ years Filed as: ALTIGRO PENSION SERVICES, INC. Service code 11 · EIN 20-1258185 3 U.S. HIGHWAY 46 WEST · FAIRFIELD, NJ 07004	Actuarial	$7,875
COMPREHENSIVE FINANCIAL PLANNING2+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 16 2001 ROUTE 46, STE 506 · PARSIPPANY, NJ 07054	Consulting	$0

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

2 tripped

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).

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: TEMPLETON & COMPANY, LLP
Auditor EIN: 141918990
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,136

$50,637-58.3%

$86,582-75.6%

$62,293-66.1%

Participation rate

94.7%

67.9%+26.8pp

73.5%+21.2pp

69.5%+25.2pp

Annual return

11.33%

20.80%-9.5pp

965.08%-953.8pp

28.90%-17.6pp

Employer contribution / active EE

$1,799

$2,075-13.3%

$2,839-36.6%

$2,042-11.9%

Participant deferral / active EE

$1,463

$2,611-44.0%

$3,609-59.4%

$3,169-53.8%

Admin fee / account holder

$413-100.0%

$4,904-100.0%

$479-100.0%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 13 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$46,137

ALTIGRO PENSION SERVICES INC2+ years

Filed as: ALTIGRO PENSION SERVICES, INC.

Service code 11 · EIN 20-1258185

3 U.S. HIGHWAY 46 WEST · FAIRFIELD, NJ 07004

Actuarial

$7,875

COMPREHENSIVE FINANCIAL PLANNING2+ years

Filed as: COMPREHENSIVE ASSET MANAGEMENT

Service code 16

2001 ROUTE 46, STE 506 · PARSIPPANY, NJ 07054

Consulting

AIDS SERVICE CENTER OF NYC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AIDS SERVICE CENTER OF NYC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion