Retirement plan

NCPERS EMPLOYEE 401(K) PLAN

Name: NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS - NCPERS EMPLOYEE 401(K) PLAN (2017) Form 5500
Creator: NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NCPERS EMPLOYEE 401(K) PLAN, NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS

NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMSEIN 31-0729205Plan #001PY 2017

444 N. CAPITOL STREET, NW, SUITE 630 - WASHINGTON, DC 20001202-624-1456ncpers.orgLinkedIn1-10 employeesgovernment administration

Other plans on this EIN

1 filing

#002Retirement-$358K assets

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed January 5, 2023

Plan administrator

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1201 New York Avenue, NW, Suite 850

Washington, DC 20005

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Plans declared (1)

NCPERS 457(b) Plan1 emp

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Total assets (EOY)

$915K

+22.3% from 2016

Total participants

-20.0% from 2016

Average account balance

$228,706

+52.9% from 2016

Annual return

16.59%

+6.85 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.75M

Not enough data

1 years with asset history on file

Average account balance

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

$275K

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

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+45.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1173

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

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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

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

$3K

$660 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.288%

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

$228,706

$99,031+130.9%

$86,597+164.1%

$147,585+55.0%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

16.59%

1312.56%-1296.0pp

964.96%-948.4pp

578.57%-562.0pp

Employer contribution / active EE

$5,490

$3,132+75.3%

$2,840+93.3%

$4,876+12.6%

Participant deferral / active EE

$5,300

$3,972+33.4%

$3,609+46.9%

$5,439-2.5%

Admin fee / account holder

$660

$5,711-88.5%

$4,906-86.6%

$10,885-93.9%

NCPERS EMPLOYEE 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NCPERS EMPLOYEE 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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