Retirement plan

EMPLOYEE BENEFIT PLAN OF THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES

Name: THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES - EMPLOYEE BENEFIT PLAN OF THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES (2018) Form 5500
Creator: THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES, THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES

THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIESEIN 23-7162049Plan #001PY 2018

DENVER WEST BUILDING 1, 13949 W COLFAX AVE STE 150 - LAKEWOOD, CO 804013209720-341-9850LinkedIn1-10 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$771K

-3.8% from 2017

Total participants

+10.0% from 2017

Average account balance

$70,087

-3.8% from 2017

Annual return

-8.33%

-21.40 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$732K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

164.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

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

+10.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19136

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 codes2G

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$31K

$3927 / participant

Other / not subdivided$31K100.0%

% of EOY assets

4.075%

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

$70,087

$180,459-61.2%

$154,108-54.5%

$135,380-48.2%

Participation rate

0.0%

87.4%-87.4pp

83.0%-83.0pp

82.6%-82.6pp

Annual return

-8.33%

888.21%-896.5pp

735.21%-743.5pp

519.81%-528.1pp

Employer contribution / active EE

$4,030

$6,035-33.2%

$5,298-23.9%

$4,779-15.7%

Participant deferral / active EE

$4,358

$5,806-24.9%

$5,081-14.2%

$5,609-22.3%

Admin fee / account holder

$2,856

$16,145-82.3%

$13,411-78.7%

$10,828-73.6%

EMPLOYEE BENEFIT PLAN OF THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE ARC - JEFFERSON CLEAR CREEK AND GILPIN COUNTIES

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