Retirement plan

TWU LOCAL 100-NYCTA TRAINING UPGRADING CHILDCARE FUND DC PLAN

Name: TWU LOCAL 100-NYCTA TRAINING AND UPGRADING FUND - TWU LOCAL 100-NYCTA TRAINING UPGRADING CHILDCARE FUND DC PLAN (2015) Form 5500
Creator: TWU LOCAL 100-NYCTA TRAINING AND UPGRADING FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TWU LOCAL 100-NYCTA TRAINING UPGRADING CHILDCARE FUND DC PLAN, TWU LOCAL 100-NYCTA TRAINING AND UPGRADING FUND

TWU LOCAL 100-NYCTA TRAINING AND UPGRADING FUNDEIN 32-0079340Plan #001PY 2015

195 MONTAGUE STREET, 4TH FLOOR - BROOKLYN, NY 112013628718-780-8700twulocal100tuf.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$12K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$438K

No prior year

Total participants

No prior year

Average account balance

$19,920

No prior year

Annual return

-0.06%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2907

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 codes2J

Plan features

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.

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

$20K

$1513 / participant

Other / not subdivided$20K100.0%

% of EOY assets

4.489%

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

$19,920

$84,697-76.5%

$73,845-73.0%

$125,393-84.1%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.06%

3123.66%-3123.7pp

2267.91%-2268.0pp

282.23%-282.3pp

Employer contribution / active EE

$6,107

$3,123+95.5%

$2,788+119.1%

$4,866+25.5%

Participant deferral / active EE

$1,303

$3,993-67.4%

$3,583-63.6%

$5,351-75.7%

Admin fee / account holder

$894

$5,692-84.3%

$4,881-81.7%

$9,541-90.6%

TWU LOCAL 100-NYCTA TRAINING UPGRADING CHILDCARE FUND DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TWU LOCAL 100-NYCTA TRAINING UPGRADING CHILDCARE FUND DC PLAN

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