Retirement plan

ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE ADMINISTRATIVE AND FACULTY EMPLOYEES

Name: ANTIOCH UNIVERSITY - ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE ADMINISTRATIVE AND FACULTY EMPLOYEES (2017) Form 5500
Creator: ANTIOCH UNIVERSITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE ADMINISTRATIVE AND FACULTY EMPLOYEES, ANTIOCH UNIVERSITY

ANTIOCH UNIVERSITYEIN 31-0536640Plan #001PY 2017

900 DAYTON ST - YELLOW SPRINGS, OH 45387937-769-1375

Other plans on this EIN

1 filing

#003Retirement-$5.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$163.6M

+6.3% from 2016

Total participants

1,948

-1.0% from 2016

Average account balance

$84,448

+7.3% from 2016

Annual return

13.00%

+6.74 pp from 2016

Benchmarks

See 942 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort942 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$181.97M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

1,725

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.49M

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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 3 by compensation

Provider	Service type	Compensation
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 28 · EIN 52-1396995	Investment Management	$27,000
RSM US LLP1 year Service code 10 · EIN 42-0714325	Accounting	$8,449
TIAA2 years Service code 15 · EIN 13-1624203	Recordkeeping	$7

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

$35K

$76 / participant

Investment mgmt$8K23.8%
Other / not subdivided$27K76.2%

% of EOY assets

0.022%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,448

$74,552+13.3%

$63,018+34.0%

$69,631+21.3%

Participation rate

97.6%

78.3%+19.4pp

74.8%+22.8pp

70.7%+27.0pp

Annual return

13.00%

15.77%-2.8pp

87.62%-74.6pp

27571.02%-27558.0pp

Employer contribution / active EE

$2,919

$2,929-0.3%

$2,761+5.7%

$2,032+43.6%

Participant deferral / active EE

$2,763

$2,974-7.1%

$3,330-17.0%

$3,224-14.3%

Admin fee / account holder

$18

$59-69.2%

$3,601-99.5%

$110-83.4%

Provider

Service type

Compensation

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ FINANCIAL SOLUTIONS INC

Service code 28 · EIN 52-1396995

Investment Management

$27,000

RSM US LLP1 year

Service code 10 · EIN 42-0714325

Accounting

$8,449

TIAA2 years

Service code 15 · EIN 13-1624203

Recordkeeping

ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE ADMINISTRATIVE AND FACULTY EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE ADMINISTRATIVE AND FACULTY EMPLOYEES

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