Retirement plan

NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC. TAX DEFERRED ANNUITY PLAN

Name: NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC. - NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC. TAX DEFERRED ANNUITY PLAN (2016) Form 5500
Creator: NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC. TAX DEFERRED ANNUITY PLAN, NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC.

NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC.EIN 23-7311208Plan #001PY 2016

275 SEVENTH AVENUE, SUITE 1506 - NEW YORK, NY 10001212-633-6967nclej.orgLinkedIn11-50 employeeslegal services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

No prior year

Average account balance

$86,959

No prior year

Annual return

-6.98%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.43M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

223.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35969

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 codes2G2L2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

1 tripped

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

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

$86,959

$135,956-36.0%

$123,894-29.8%

$273,972-68.3%

Participation rate

92.9%

84.1%+8.8pp

81.4%+11.4pp

83.0%+9.8pp

Annual return

-6.98%

56.63%-63.6pp

47.52%-54.5pp

41.46%-48.4pp

Employer contribution / active EE

$5,351

$5,170+3.5%

$4,617+15.9%

$4,869+9.9%

Participant deferral / active EE

$8,429

$6,343+32.9%

$5,984+40.8%

$5,287+59.4%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC. TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE, INC. TAX DEFERRED ANNUITY 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