Retirement plan

EMPLOYEE BENEFIT PLAN OF AIDS RESOURCE FOUNDATION FOR CHILDREN, INC.

Name: AIDS RESOURCE FOUNDATION FOR CHILDREN, INC. - EMPLOYEE BENEFIT PLAN OF AIDS RESOURCE FOUNDATION FOR CHILDREN, INC. (2017) Form 5500
Creator: AIDS RESOURCE FOUNDATION FOR CHILDREN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AIDS RESOURCE FOUNDATION FOR CHILDREN, INC., AIDS RESOURCE FOUNDATION FOR CHILDREN, INC.

AIDS RESOURCE FOUNDATION FOR CHILDREN, INC.EIN 22-2696986Plan #002PY 2017

77 ACADEMY ST - NEWARK, NJ 071021711973-643-0400aidsresource.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$40K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+21.2% from 2016

Total participants

0.0% from 2016

Average account balance

$28,324

+0.5% from 2016

Annual return

12.03%

+2.21 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.74M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

109

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.

294.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

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

+10.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3246

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 codes2F2G2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$70K

$1354 / participant

Other / not subdivided$70K100.0%

% of EOY assets

3.032%

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

$28,324

$84,236-66.4%

$170,435-83.4%

$70,126-59.6%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

12.03%

23.06%-11.0pp

205.94%-193.9pp

73.15%-61.1pp

Employer contribution / active EE

$2,675

$3,387-21.0%

$5,432-50.8%

$2,343+14.2%

Participant deferral / active EE

$1,751

$3,086-43.3%

$4,939-64.6%

$3,332-47.5%

Admin fee / account holder

$859

$5,698-84.9%

$13,881-93.8%

$4,645-81.5%

EMPLOYEE BENEFIT PLAN OF AIDS RESOURCE FOUNDATION FOR CHILDREN, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AIDS RESOURCE FOUNDATION FOR CHILDREN, 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