Retirement plan

EMPLOYEE BENEFIT PLAN OF ARC OF HAMILTON COUNTY, INC.

Name: ARC OF HAMILTON COUNTY, INC. - EMPLOYEE BENEFIT PLAN OF ARC OF HAMILTON COUNTY, INC. (2018) Form 5500
Creator: ARC OF HAMILTON COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ARC OF HAMILTON COUNTY, INC., ARC OF HAMILTON COUNTY, INC.

ARC OF HAMILTON COUNTY, INC.EIN 23-7009946Plan #001PY 2018

1510 STUAT ROAD, SUITE 109 - CLEVELAND, TN 373120000423-624-6887thearchc.orgLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$280K

+0.7% from 2017

Total participants

No prior year

Average account balance

$17,477

No prior year

Annual return

-3.63%

-11.35 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$403K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+6.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2F3D

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).
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

$14K

$1703 / participant

Other / not subdivided$14K100.0%

% of EOY assets

4.871%

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

$17,477

$90,607-80.7%

$79,467-78.0%

$135,380-87.1%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-3.63%

977.74%-981.4pp

718.30%-721.9pp

519.81%-523.4pp

Employer contribution / active EE

$2,049

$3,068-33.2%

$2,800-26.8%

$4,779-57.1%

Participant deferral / active EE

$1,141

$4,050-71.8%

$3,704-69.2%

$5,609-79.7%

Admin fee / account holder

$851

$5,895-85.6%

$5,104-83.3%

$10,828-92.1%

EMPLOYEE BENEFIT PLAN OF ARC OF HAMILTON COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ARC OF HAMILTON 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