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 (2019) 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 2019

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)

$996K

+29.2% from 2018

Total participants

-12.1% from 2018

Average account balance

$90,567

+29.2% from 2018

Annual return

23.85%

+32.18 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

$28K

$3457 / participant

Other / not subdivided$28K100.0%

% of EOY assets

2.776%

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

$90,567

$202,342-55.2%

$172,753-47.6%

$152,909-40.8%

Participation rate

0.0%

87.1%-87.1pp

82.6%-82.6pp

82.5%-82.5pp

Annual return

23.85%

1029.88%-1006.0pp

803.00%-779.2pp

345.46%-321.6pp

Employer contribution / active EE

$3,610

$5,857-38.4%

$5,144-29.8%

$4,764-24.2%

Participant deferral / active EE

$4,916

$5,948-17.3%

$5,198-5.4%

$5,851-16.0%

Admin fee / account holder

$2,514

$17,112-85.3%

$13,956-82.0%

$11,601-78.3%

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