Retirement plan

EMPLOYEE BENEFIT PLAN OF CITY ARCH RIVER 2015 FOUNDATION

Name: CITY ARCH RIVER 2015 FOUNDATION - EMPLOYEE BENEFIT PLAN OF CITY ARCH RIVER 2015 FOUNDATION (2016) Form 5500
Creator: CITY ARCH RIVER 2015 FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CITY ARCH RIVER 2015 FOUNDATION, CITY ARCH RIVER 2015 FOUNDATION

CITY ARCH RIVER 2015 FOUNDATIONEIN 27-2128072Plan #001PY 2016

1 S MEMORIAL DR STE 700 - SAINT LOUIS, MO 63102314-881-3544archpark.orgLinkedIn11-50 employeesfund-raising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$193K

-24.4% from 2015

Total participants

-8.3% from 2015

Average account balance

$17,501

-17.5% from 2015

Annual return

5.60%

+6.36 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-111.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$128K

$25530 / participant

Other / not subdivided$128K100.0%

% of EOY assets

66.308%

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

$17,501

$90,486-80.7%

$78,676-77.8%

$273,972-93.6%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

5.60%

75.62%-70.0pp

62.19%-56.6pp

41.46%-35.9pp

Employer contribution / active EE

$3,672

$3,175+15.7%

$2,850+28.8%

$4,869-24.6%

Participant deferral / active EE

$6,603

$3,901+69.3%

$3,517+87.8%

$5,287+24.9%

Admin fee / account holder

$11,605

$5,263+120.5%

$4,510+157.3%

$10,133+14.5%

EMPLOYEE BENEFIT PLAN OF CITY ARCH RIVER 2015 FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CITY ARCH RIVER 2015 FOUNDATION

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