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. (2021) 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 2021

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

Other plans on this EIN

1 filing

#001Retirement-$19K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+14.5% from 2020

Total participants

110

0.0% from 2020

Average account balance

$41,618

+14.5% from 2020

Annual return

13.81%

-2.90 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

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

$233K

$4763 / participant

Other / not subdivided$233K100.0%

% of EOY assets

5.098%

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

$41,618

$95,415-56.4%

$185,851-77.6%

$85,851-51.5%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

13.81%

23.59%-9.8pp

122.11%-108.3pp

318.63%-304.8pp

Employer contribution / active EE

$2,417

$3,314-27.1%

$5,168-53.2%

$2,565-5.8%

Participant deferral / active EE

$2,145

$3,424-37.4%

$5,569-61.5%

$3,952-45.7%

Admin fee / account holder

$2,122

$7,215-70.6%

$16,245-86.9%

$6,261-66.1%

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