Retirement plan

EMPLOYEE BENEFIT PLAN OF ENSUENOS Y LOS ANGELITOS DEVELOPMENT CENTER

Name: ENSUENOS Y LOS ANGELITOS DEVELOPMEN T CENTER - EMPLOYEE BENEFIT PLAN OF ENSUENOS Y LOS ANGELITOS DEVELOPMENT CENTER (2017) Form 5500
Creator: ENSUENOS Y LOS ANGELITOS DEVELOPMEN T CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ENSUENOS Y LOS ANGELITOS DEVELOPMENT CENTER, ENSUENOS Y LOS ANGELITOS DEVELOPMEN T CENTER

ENSUENOS Y LOS ANGELITOS DEVELOPMEN T CENTEREIN 23-7113314Plan #002PY 2017

1030 SALAZAR RD - TAOS, NM 875714003575-758-4274taosarc.orgLinkedIn11-50 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1M

+4.5% from 2016

Total participants

-2.4% from 2016

Average account balance

$26,112

+4.5% from 2016

Annual return

8.09%

+9.65 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$797K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+4.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$768

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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$102K

$3285 / participant

Other / not subdivided$102K100.0%

% of EOY assets

9.751%

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

$26,112

$84,236-69.0%

$170,435-84.7%

$70,126-62.8%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

8.09%

23.06%-15.0pp

205.94%-197.8pp

73.15%-65.1pp

Employer contribution / active EE

$956

$3,387-71.8%

$5,432-82.4%

$2,343-59.2%

Participant deferral / active EE

$1,156

$3,086-62.5%

$4,939-76.6%

$3,332-65.3%

Admin fee / account holder

$2,546

$5,698-55.3%

$13,881-81.7%

$4,645-45.2%

EMPLOYEE BENEFIT PLAN OF ENSUENOS Y LOS ANGELITOS DEVELOPMENT CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ENSUENOS Y LOS ANGELITOS DEVELOPMENT CENTER

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