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 (2017) 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 2017

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-$2.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.3M

+56.1% from 2016

Total participants

189

+53.7% from 2016

Average account balance

$60,001

+1.6% from 2016

Annual return

14.36%

+8.35 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TATE AND TRYON
Auditor EIN: 521855942
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,001

$45,050+33.2%

$63,018-4.8%

$70,126-14.4%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

14.36%

18.76%-4.4pp

87.62%-73.3pp

73.15%-58.8pp

Employer contribution / active EE

$8,672

$2,052+322.6%

$2,761+214.1%

$2,343+270.2%

Participant deferral / active EE

$2,466-100.0%

$3,330-100.0%

$3,332-100.0%

Admin fee / account holder

$2,834-100.0%

$3,601-100.0%

$4,645-100.0%

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION 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