Retirement plan

IOWA HIGH SCHOOL ATHLETIC ASSOCIATION RETIREMENT PLAN

Name: IOWA HIGH SCHOOL ATHLETIC ASSOCIATION - IOWA HIGH SCHOOL ATHLETIC ASSOCIATION RETIREMENT PLAN (2018) Form 5500
Creator: IOWA HIGH SCHOOL ATHLETIC ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IOWA HIGH SCHOOL ATHLETIC ASSOCIATION RETIREMENT PLAN, IOWA HIGH SCHOOL ATHLETIC ASSOCIATION

IOWA HIGH SCHOOL ATHLETIC ASSOCIATIONEIN 20-8062466Plan #002PY 2018

1605 S STORY STREET - BOONE, IA 50036515-432-2011iahsaa.orgLinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.8M

+0.7% from 2017

Total participants

-7.7% from 2017

Average account balance

$200,908

+9.1% from 2017

Annual return

9.97%

-3.01 pp from 2017

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.72M

Not enough data

1 years with asset history on file

Average account balance

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

$301K

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.

118.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$294K

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

+13.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25481

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 codes2F2G2L2M2T

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.
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

$804K

$36543 / participant

Other / not subdivided$804K100.0%

% of EOY assets

16.673%

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

$200,908

$69,518+189.0%

$59,887+235.5%

$135,379+48.4%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

9.97%

7.95%+2.0pp

3.46%+6.5pp

519.79%-509.8pp

Employer contribution / active EE

$8,354

$3,235+158.3%

$2,722+206.9%

$4,779+74.8%

Participant deferral / active EE

$6,405

$4,204+52.3%

$3,402+88.3%

$5,609+14.2%

Admin fee / account holder

$33,498

$5,734+484.2%

$3,591+832.8%

$10,828+209.4%

IOWA HIGH SCHOOL ATHLETIC ASSOCIATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IOWA HIGH SCHOOL ATHLETIC ASSOCIATION 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