Retirement plan

ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

Name: ANDERSON CENTER FOR AUTISM - ANDERSON CENTER FOR AUTISM RETIREMENT PLAN (2022) Form 5500
Creator: ANDERSON CENTER FOR AUTISM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON CENTER FOR AUTISM RETIREMENT PLAN, ANDERSON CENTER FOR AUTISM

ANDERSON CENTER FOR AUTISMEIN 14-1598279Plan #003PY 2022

4885 ROUTE 9 - STAATSBURG, NY 12590845-889-8216andersoncenterforautism.orgLinkedIn501-1000 employeesnon-profit organization management

Prospect flagsLow participant contributionCorrective distributions

Top hat statement on fileNQDC

Filed June 5, 2007 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$41.2M

-7.2% from 2021

Total participants

1,140

-4.9% from 2021

Average account balance

$42,305

-1.6% from 2021

Annual return

-11.66%

-23.98 pp from 2021

Benchmarks

See 958 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort958 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$58.91M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

1,037

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.

72.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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 6 by compensation

Provider	Service type	Compensation
NATIONWIDE4 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping fees; Account maintenan...	$78,366
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 26 · EIN 16-1486454 1100 N MARKET ST · WILMINGTON, DE 19890	Advisory (Participants)	$55,246
RIMKUS, MARCIANO & ASSOCIATES, INC.1 year Filed as: RIMKUS,MARCIANO & ASSOCIATES INC. Service code 12 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623	Claims processing; Recordkeeping and ...	$10,189
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786	Recordkeeping Fees	$24
DEBRA CAVEY4 years Filed as: DEBRA DONLON Service code 27 ONE M AND T PLAZA · BUFFALO, NY 14203	Advisory (Plan)	$0
TIAA3 years Filed as: TIAA CREF Service code 64 · EIN 75-3182674	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2L2T3D

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.
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$24

$0 / participant

Contract admin$24100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RBT CPA'S LLP
Auditor EIN: 141604297
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,305

$79,151-46.6%

$60,906-30.5%

$64,819-34.7%

Participation rate

76.5%

77.7%-1.2pp

73.1%+3.4pp

71.5%+5.0pp

Annual return

-11.66%

-7.12%-4.5pp

16.94%-28.6pp

32.84%-44.5pp

Employer contribution / active EE

$4,641

$3,052+52.0%

$2,703+71.7%

$2,507+85.1%

Participant deferral / active EE

$1,567

$3,727-58.0%

$3,814-58.9%

$4,311-63.7%

Admin fee / account holder

$106-100.0%

$3,227-100.0%

$188-100.0%

Provider

Service type

Compensation

NATIONWIDE4 years

Service code 12

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping fees; Account maintenan...

$78,366

WILMINGTON TRUST3 years

Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI

Service code 26 · EIN 16-1486454

1100 N MARKET ST · WILMINGTON, DE 19890

Advisory (Participants)

$55,246

RIMKUS, MARCIANO & ASSOCIATES, INC.1 year

Filed as: RIMKUS,MARCIANO & ASSOCIATES INC.

Service code 12 · EIN 22-2725182

3136 WINTON RD SOUTH · ROCHESTER, NY 14623

Claims processing; Recordkeeping and ...

$10,189

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Filed as: FIDELITY INVESTMENTS

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$24

DEBRA CAVEY4 years

Filed as: DEBRA DONLON

Service code 27

ONE M AND T PLAZA · BUFFALO, NY 14203

Advisory (Plan)

TIAA3 years

Filed as: TIAA CREF

Service code 64 · EIN 75-3182674

Recordkeeping Fees

ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDERSON CENTER FOR AUTISM RETIREMENT PLAN

Top hat statement on fileNQDC

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