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 (2020) 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 2020

195 MONTAGUE STREET, 4TH FLOOR - BROOKLYN, NY 11201718-780-8700twulocal100tuf.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+15.1% from 2019

Total participants

+3.2% from 2019

Average account balance

$39,944

+11.5% from 2019

Annual return

14.83%

-12.35 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

$128K

$9116 / participant

Other / not subdivided$128K100.0%

% of EOY assets

9.984%

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

$39,944

$100,911-60.4%

$90,440-55.8%

$158,966-74.9%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

14.83%

1726.62%-1711.8pp

1294.38%-1279.6pp

302.95%-288.1pp

Employer contribution / active EE

$7,236

$3,690+96.1%

$3,263+121.8%

$4,762+51.9%

Participant deferral / active EE

$2,065

$4,348-52.5%

$3,964-47.9%

$5,983-65.5%

Admin fee / account holder

$3,988

$6,507-38.7%

$5,615-29.0%

$11,250-64.5%

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