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. (2018) 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 2018

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 flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$3M

+30.1% from 2017

Total participants

102

+24.4% from 2017

Average account balance

$29,622

+4.6% from 2017

Annual return

24.12%

+12.09 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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 codes2F2T3D

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).
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.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$129K

$2074 / participant

Other / not subdivided$129K100.0%

% of EOY assets

4.256%

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

$29,622

$75,962-61.0%

$154,108-80.8%

$64,173-53.8%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

24.12%

30.32%-6.2pp

735.21%-711.1pp

7.63%+16.5pp

Employer contribution / active EE

$2,444

$3,350-27.0%

$5,298-53.9%

$2,381+2.7%

Participant deferral / active EE

$1,845

$3,175-41.9%

$5,081-63.7%

$3,470-46.8%

Admin fee / account holder

$1,261

$5,589-77.4%

$13,411-90.6%

$4,887-74.2%

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