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 (2020) 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 2020

1050 N HIGHLAND ST., SUITE 400 - ARLINGTON, VA 22201800-822-6285nacacnet.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17M

+10.2% from 2019

Total participants

191

-3.0% from 2019

Average account balance

$89,265

+13.7% from 2019

Annual return

13.50%

-4.59 pp from 2019

Benchmarks

See 3,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,929 peers

Snapshot2020

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

Top 2 by compensation

Provider	Service type	Compensation
TIAA3 years Service code 15 · EIN 13-1624203	Recordkeeping	$7,683
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143	Investment Management	$3,374

Plan features & details

Pension benefit codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.

Expense breakdown

Schedule H Part II

Admin total

$11K

$284 / participant

Investment mgmt$3K30.5%
Other / not subdivided$8K69.5%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

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: MCKONLY & ASBURY, LLP
Auditor EIN: 231909723
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,265

$49,249+81.3%

$70,476+26.7%

$79,852+11.8%

Participation rate

100.0%

69.2%+30.8pp

75.1%+24.9pp

69.6%+30.4pp

Annual return

13.50%

30.09%-16.6pp

109.12%-95.6pp

31.72%-18.2pp

Employer contribution / active EE

$10,738

$2,100+411.3%

$2,738+292.2%

$2,471+334.6%

Participant deferral / active EE

$7,108

$2,769+156.7%

$3,710+91.6%

$3,740+90.0%

Admin fee / account holder

$58

$2,878-98.0%

$3,847-98.5%

$5,306-98.9%

Provider

Service type

Compensation

TIAA3 years

Service code 15 · EIN 13-1624203

Recordkeeping

$7,683

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 28 · EIN 26-0058143

Investment Management

$3,374

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