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. (2019) 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 2019

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$331K

+18.2% from 2018

Total participants

0.0% from 2018

Average account balance

$22,044

+26.1% from 2018

Annual return

12.15%

+15.78 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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 codes2F2G3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$313 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.853%

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

$22,044

$103,008-78.6%

$90,304-75.6%

$152,897-85.6%

Participation rate

88.9%

75.9%+13.0pp

73.3%+15.6pp

82.5%+6.4pp

Annual return

12.15%

95.22%-83.1pp

78.13%-66.0pp

345.43%-333.3pp

Employer contribution / active EE

$1,221

$3,139-61.1%

$2,855-57.2%

$4,764-74.4%

Participant deferral / active EE

$977

$4,281-77.2%

$3,885-74.9%

$5,851-83.3%

Admin fee / account holder

$188

$6,175-97.0%

$5,354-96.5%

$11,599-98.4%

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