Retirement plan

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

Name: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN (2016) Form 5500
Creator: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN, ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC.

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC.EIN 20-0267588Plan #001PY 2016

111 JAMES P BRAWLEY DRIVE SW - ATLANTA, GA 303144207404-978-2080

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.6M

No prior year

Total participants

140

No prior year

Average account balance

$43,134

No prior year

Annual return

17.53%

No prior year

Benchmarks

See 3,685 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,685 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$9.68M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

140

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$458K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2G2J2K2L

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SMITH & HOWARD, PC
Auditor EIN: 581250486
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,134

$39,122+10.3%

$57,179-24.6%

$62,891-31.4%

Participation rate

84.3%

70.5%+13.8pp

75.3%+8.9pp

69.3%+15.0pp

Annual return

17.53%

9.23%+8.3pp

14.59%+2.9pp

20.14%-2.6pp

Employer contribution / active EE

$1,879

$1,874+0.2%

$2,682-30.0%

$2,281-17.6%

Participant deferral / active EE

$2,593

$2,374+9.2%

$3,096-16.3%

$3,203-19.0%

Admin fee / account holder

$2,592-100.0%

$3,139-100.0%

$4,296-100.0%

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL 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