Retirement plan

SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. 401(K) PLAN

Name: SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. - SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. 401(K) PLAN (2017) Form 5500
Creator: SLIPPERY ROCK UNIVERSITY FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. 401(K) PLAN, SLIPPERY ROCK UNIVERSITY FOUNDATION, INC.

SLIPPERY ROCK UNIVERSITY FOUNDATION, INC.EIN 23-7093388Plan #001PY 2017

P. O. BOX 233 - SLIPPERY ROCK, PA 16057724-738-2047srufoundation.orgLinkedIn11-50 employeeshigher education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$872K

+33.7% from 2016

Total participants

+15.4% from 2016

Average account balance

$72,660

+0.3% from 2016

Annual return

20.33%

+11.51 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$161K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+5.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117071

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$72,660

$73,546-1.2%

$63,018+15.3%

$147,586-50.8%

Participation rate

78.6%

77.9%+0.7pp

74.8%+3.8pp

82.8%-4.3pp

Annual return

20.33%

175.56%-155.2pp

87.62%-67.3pp

578.59%-558.3pp

Employer contribution / active EE

$3,006

$3,324-9.6%

$2,761+8.9%

$4,876-38.4%

Participant deferral / active EE

$3,237

$4,185-22.6%

$3,330-2.8%

$5,439-40.5%

Admin fee / account holder

$5,956-100.0%

$3,601-100.0%

$10,886-100.0%

SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion