Retirement plan

NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN

Name: NATIONAL DOMESTIC WORKERS ALLIAN - NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: NATIONAL DOMESTIC WORKERS ALLIAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN, NATIONAL DOMESTIC WORKERS ALLIAN

NATIONAL DOMESTIC WORKERS ALLIANEIN 35-2420942Plan #001PY 2017

1204 BROADWAY 2ND FLOOR - NEW YORK, NY 10001703-371-3717domesticworkers.orgLinkedIn51-200 employeespublic policy

Prospect flagsHigh feesLow participationLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$518K

+42.1% from 2016

Total participants

+52.9% from 2016

Average account balance

$13,289

-8.9% from 2016

Annual return

19.77%

+10.85 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.59M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

128

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$583K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+23.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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

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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$21K

$597 / participant

Other / not subdivided$21K100.0%

% of EOY assets

4.035%

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

$13,289

$53,128-75.0%

$86,581-84.7%

$70,124-81.0%

Participation rate

62.9%

65.3%-2.4pp

73.5%-10.7pp

69.5%-6.7pp

Annual return

19.77%

27.66%-7.9pp

965.06%-945.3pp

73.14%-53.4pp

Employer contribution / active EE

$1,034

$2,068-50.0%

$2,840-63.6%

$2,342-55.9%

Participant deferral / active EE

$1,831

$2,695-32.1%

$3,609-49.3%

$3,332-45.0%

Admin fee / account holder

$536

$3,584-85.0%

$4,904-89.1%

$4,645-88.5%

NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING 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