Retirement plan

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

Name: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING, INC. - NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN (2016) Form 5500
Creator: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN, NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING, INC.

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING, INC.EIN 26-1909449Plan #001PY 2016

1050 N HIGHLAND ST., SUITE 400 - ARLINGTON, VA 22201703-836-2222nacacnet.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$2.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.3M

+11.1% from 2015

Total participants

123

+2.5% from 2015

Average account balance

$59,050

+4.8% from 2015

Annual return

6.01%

+4.64 pp from 2015

Benchmarks

See 3,682 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,682 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.20M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

202

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$586K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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

1 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 codes2F2G2L2T

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).
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

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

$192K

$3095 / participant

Other / not subdivided$192K100.0%

% of EOY assets

2.642%

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

$59,050

$39,132+50.9%

$57,196+3.2%

$62,881-6.1%

Participation rate

100.0%

70.5%+29.5pp

75.3%+24.7pp

69.3%+30.7pp

Annual return

6.01%

9.24%-3.2pp

14.59%-8.6pp

20.14%-14.1pp

Employer contribution / active EE

$8,469

$1,874+352.0%

$2,683+215.7%

$2,281+271.3%

Participant deferral / active EE

$2,374-100.0%

$3,096-100.0%

$3,203-100.0%

Admin fee / account holder

$1,560

$2,594-39.9%

$3,141-50.3%

$4,296-63.7%

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION 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