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 (2018) 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 2018

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)

$150.5M

-8.0% from 2017

Total participants

1,909

-2.0% from 2017

Average account balance

$79,220

-6.2% from 2017

Annual return

-1.64%

-14.64 pp from 2017

Benchmarks

See 956 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort956 peers

Snapshot2018

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 1 by compensation

Provider	Service type	Compensation
TIAA3 years Service code 15 · EIN 13-1624203	Recordkeeping	$428

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

$428

$1 / participant

Other / not subdivided$428100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 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

$79,220

$70,083+13.0%

$59,899+32.3%

$55,725+42.2%

Participation rate

98.1%

78.4%+19.7pp

74.7%+23.4pp

70.9%+27.2pp

Annual return

-1.64%

3.13%-4.8pp

3.46%-5.1pp

244.93%-246.6pp

Employer contribution / active EE

$2,996

$2,878+4.1%

$2,723+10.0%

$2,078+44.2%

Participant deferral / active EE

$2,884

$3,079-6.3%

$3,402-15.2%

$3,356-14.1%

Admin fee / account holder

$70-99.7%

$3,592-100.0%

$115-99.8%

Provider

Service type

Compensation

TIAA3 years

Service code 15 · EIN 13-1624203

Recordkeeping

$428

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