Retirement plan

NATIONAL MANAGEMENT ASSOC 401(K) PROFIT SHARING PLAN & TRUST

Name: NATIONAL MANAGEMENT ASSOC - NATIONAL MANAGEMENT ASSOC 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: NATIONAL MANAGEMENT ASSOC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL MANAGEMENT ASSOC 401(K) PROFIT SHARING PLAN & TRUST, NATIONAL MANAGEMENT ASSOC

NATIONAL MANAGEMENT ASSOCEIN 31-0387780Plan #001PY 2020

3055 KETTERING BLVD., SUITE 210 - DAYTON, OH 45439937-294-0421

Prospect flagsLow returnsHigh feesLow participation

How to read this page

Total assets (EOY)

$148K

-82.9% from 2019

Total participants

0.0% from 2019

Average account balance

$148,178

-48.8% from 2019

Annual return

3.50%

-14.54 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4935

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$767K

$766738 / participant

Other / not subdivided$767K100.0%

% of EOY assets

517.444%

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

$148,178

$165,381-10.4%

$149,730-1.0%

$158,966-6.8%

Participation rate

0.0%

84.6%-84.6pp

82.5%-82.5pp

82.0%-82.0pp

Annual return

3.50%

348.29%-344.8pp

276.70%-273.2pp

302.95%-299.4pp

Employer contribution / active EE

$9,878

$5,104+93.5%

$4,645+112.6%

$4,762+107.4%

Participant deferral / active EE

$2,866

$7,182-60.1%

$6,843-58.1%

$5,983-52.1%

Admin fee / account holder

$766,738

$10,809+6993.2%

$9,310+8135.2%

$11,250+6715.5%

NATIONAL MANAGEMENT ASSOC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL MANAGEMENT ASSOC 401(K) PROFIT SHARING PLAN & TRUST

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