Retirement plan

AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS 401(K) PLAN

Name: AREA IV AGENCY ON AGING AND - AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS 401(K) PLAN (2018) Form 5500
Creator: AREA IV AGENCY ON AGING AND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS 401(K) PLAN, AREA IV AGENCY ON AGING AND

AREA IV AGENCY ON AGING ANDEIN 35-1329223Plan #002PY 2018

660 NORTH 36TH STREET - LAFAYETTE, IN 47903765-447-7683areaivagency.orgLinkedIn51-200 employeescivic & social organization

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$944K

+4.0% from 2017

Total participants

0.0% from 2017

Average account balance

$16,268

+2.3% from 2017

Annual return

-6.68%

-6.68 pp from 2017

Benchmarks

See 18,166 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,166 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

121.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1541

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$12K

$250 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.297%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,268

$76,000-78.6%

$154,107-89.4%

$64,186-74.7%

Participation rate

98.0%

70.4%+27.5pp

83.0%+14.9pp

69.6%+28.4pp

Annual return

-6.68%

30.32%-37.0pp

735.12%-741.8pp

7.63%-14.3pp

Employer contribution / active EE

$1,065

$3,351-68.2%

$5,298-79.9%

$2,381-55.3%

Participant deferral / active EE

$1,164

$3,175-63.3%

$5,081-77.1%

$3,470-66.4%

Admin fee / account holder

$211

$5,596-96.2%

$13,411-98.4%

$4,888-95.7%

AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AREA IV AGENCY ON AGING AND COMMUNITY ACTION PROGRAMS 401(K) 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