Retirement plan

EMPLOYEE BENEFIT PLAN OF THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS

Name: THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS - EMPLOYEE BENEFIT PLAN OF THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS (2020) Form 5500
Creator: THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS, THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS

THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESSEIN 30-0224760Plan #001PY 2020

2700 S ROAN ST - JOHNSON CITY, TN 376017556423-928-2724archjctn.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$207K

+42.1% from 2018

Total participants

+15.4% from 2018

Average account balance

$13,790

+23.1% from 2018

Annual return

19.89%

-4.55 pp from 2018

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$602K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$866

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

+1.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1493

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 codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$2317 / participant

Other / not subdivided$23K100.0%

% of EOY assets

11.202%

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

$13,790

$209,425-93.4%

$178,499-92.3%

$158,966-91.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

19.89%

188.80%-168.9pp

151.10%-131.2pp

302.95%-283.1pp

Employer contribution / active EE

$3,307

$5,707-42.1%

$5,011-34.0%

$4,762-30.6%

Participant deferral / active EE

$149

$5,955-97.5%

$5,202-97.1%

$5,983-97.5%

Admin fee / account holder

$1,545

$17,078-91.0%

$13,986-89.0%

$11,250-86.3%

EMPLOYEE BENEFIT PLAN OF THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE APPALACHIAN REGIONAL COALITION ON HOMELESSNESS

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