Retirement plan

ARKANSAS HUMAN DEVELOPMENT CORPORATION EMPLOYEE RETIREMENT PLAN

Name: ARKANSAS HUMAN DEVELOPMENT CORPORATION - ARKANSAS HUMAN DEVELOPMENT CORPORATION EMPLOYEE RETIREMENT PLAN (2016) Form 5500
Creator: ARKANSAS HUMAN DEVELOPMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS HUMAN DEVELOPMENT CORPORATION EMPLOYEE RETIREMENT PLAN, ARKANSAS HUMAN DEVELOPMENT CORPORATION

ARKANSAS HUMAN DEVELOPMENT CORPORATIONEIN 23-7248955Plan #002PY 2016

300 SOUTH SPRING STREET, SUITE 800 - LITTLE ROCK, AR 72201501-374-1103arhdc.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$982K

+9.5% from 2015

Total participants

-7.8% from 2015

Average account balance

$16,641

+18.8% from 2015

Annual return

4.33%

+8.44 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

272.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

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

+10.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$995

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 codes2E3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$36K

$2432 / participant

Other / not subdivided$36K100.0%

% of EOY assets

3.716%

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

$16,641

$90,486-81.6%

$78,676-78.8%

$273,972-93.9%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

4.33%

75.62%-71.3pp

62.19%-57.9pp

41.46%-37.1pp

Employer contribution / active EE

$2,357

$3,175-25.7%

$2,850-17.3%

$4,869-51.6%

Participant deferral / active EE

$2,332

$3,901-40.2%

$3,517-33.7%

$5,287-55.9%

Admin fee / account holder

$618

$5,263-88.3%

$4,510-86.3%

$10,133-93.9%

ARKANSAS HUMAN DEVELOPMENT CORPORATION EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS HUMAN DEVELOPMENT CORPORATION EMPLOYEE RETIREMENT PLAN

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