Retirement plan

403B THRIFT PLAN OF THE ARC OF ATLANTIC COUNTY, INC.

Name: THE ARC OF ATLANTIC COUNTY, INC. - 403B THRIFT PLAN OF THE ARC OF ATLANTIC COUNTY, INC. (2016) Form 5500
Creator: THE ARC OF ATLANTIC COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403B THRIFT PLAN OF THE ARC OF ATLANTIC COUNTY, INC., THE ARC OF ATLANTIC COUNTY, INC.

THE ARC OF ATLANTIC COUNTY, INC.EIN 22-1779284Plan #002PY 2016

6550 DELILAH ROAD SUITE 101 - EGG HARBOR TWP, NJ 082345142609-485-0800thearcatlantic.orgLinkedIn201-500 employeesindividual & family services

Other plans on this EIN

2 filings

#003Retirement-$2.7M assets #001Retirement--

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$117K

No prior year

Total participants

No prior year

Average account balance

$4,489

No prior year

Annual return

102.33%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$277K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1109

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 codes2F2G2L2T

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$117 / participant

Other / not subdivided$3K100.0%

% of EOY assets

2.306%

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

$4,489

$90,486-95.0%

$78,676-94.3%

$273,972-98.4%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

102.33%

75.62%+26.7pp

62.19%+40.1pp

41.46%+60.9pp

Employer contribution / active EE

$50

$3,175-98.4%

$2,850-98.3%

$4,869-99.0%

Participant deferral / active EE

$615

$3,901-84.2%

$3,517-82.5%

$5,287-88.4%

Admin fee / account holder

$104

$5,263-98.0%

$4,510-97.7%

$10,133-99.0%

403B THRIFT PLAN OF THE ARC OF ATLANTIC COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403B THRIFT PLAN OF THE ARC OF ATLANTIC COUNTY, 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