Retirement plan

403 B THRIFT PLAN OF THE ARC OF THE UNITED STATES INC

Name: THE ARC OF THE UNITED STATES INC - 403 B THRIFT PLAN OF THE ARC OF THE UNITED STATES INC (2017) Form 5500
Creator: THE ARC OF THE UNITED STATES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF THE ARC OF THE UNITED STATES INC, THE ARC OF THE UNITED STATES INC

THE ARC OF THE UNITED STATES INCEIN 13-5642032Plan #004PY 2017

1825 K ST NW STE 1200 - WASHINGTON, DC 200061266202-534-3700thearc.orgLinkedIn11-50 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8M

+23.6% from 2016

Total participants

-8.6% from 2016

Average account balance

$98,448

+17.5% from 2016

Annual return

18.26%

-0.90 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.14M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

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.

220.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$776K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7895

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

0 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 codes2F2T2L2G

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$276K

$5757 / participant

Other / not subdivided$276K100.0%

% of EOY assets

3.465%

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

$98,448

$53,128+85.3%

$86,582+13.7%

$70,126+40.4%

Participation rate

91.7%

65.3%+26.4pp

73.5%+18.1pp

69.5%+22.1pp

Annual return

18.26%

27.66%-9.4pp

965.08%-946.8pp

73.15%-54.9pp

Employer contribution / active EE

$6,939

$2,068+235.6%

$2,839+144.4%

$2,343+196.2%

Participant deferral / active EE

$5,996

$2,695+122.5%

$3,609+66.2%

$3,332+80.0%

Admin fee / account holder

$3,411

$3,584-4.8%

$4,904-30.4%

$4,645-26.6%

403 B THRIFT PLAN OF THE ARC OF THE UNITED STATES INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF THE ARC OF THE UNITED STATES INC

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