Retirement plan

AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST

Name: AMERICAN FEDERATION OF TEACHERS AFL-CIO - AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST (2017) Form 5500
Creator: AMERICAN FEDERATION OF TEACHERS AFL-CIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST, AMERICAN FEDERATION OF TEACHERS AFL-CIO

AMERICAN FEDERATION OF TEACHERS AFL-CIOEIN 36-0725240Plan #003PY 2017

4440 ASH GROVE, SUITE A - SPRINGFIELD, IL 62711202-879-4400LinkedIn201-500 employeescivic & social organization

Other plans on this EIN

3 filings

#004Retirement-$90.3M assets #002Retirement-$60.9M assets #001Retirement-$41.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.2M

-2.6% from 2016

Total participants

+3.9% from 2016

Average account balance

$229,814

-6.2% from 2016

Annual return

14.56%

+6.26 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

$15.95M

Not enough data

1 years with asset history on file

Average account balance

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

$307K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$910K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4963

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

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829	Advisory (Plan)	$6,745
RESEARCH FINANCIAL STRATEGIES2 years Service code 27 · EIN 27-1964375	Advisory (Plan)	$2,584
CHARLES SCHWAB & CO., INC.3+ years Service code 27 · EIN 94-1737782	Advisory (Plan)	$687

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$3.2M

$83022 / participant

Other / not subdivided$3M100.0%

% of EOY assets

26.583%

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

$229,814

$53,128+332.6%

$86,582+165.4%

$70,126+227.7%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

14.56%

27.66%-13.1pp

965.08%-950.5pp

73.15%-58.6pp

Employer contribution / active EE

$23,442

$2,068+1033.6%

$2,839+725.6%

$2,343+900.7%

Participant deferral / active EE

$4,697

$2,695+74.3%

$3,609+30.2%

$3,332+41.0%

Admin fee / account holder

$61,092

$3,584+1604.7%

$4,904+1145.7%

$4,645+1215.1%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY

Service code 27 · EIN 20-8764829

Advisory (Plan)

$6,745

RESEARCH FINANCIAL STRATEGIES2 years

Service code 27 · EIN 27-1964375

Advisory (Plan)

$2,584

CHARLES SCHWAB & CO., INC.3+ years

Service code 27 · EIN 94-1737782

Advisory (Plan)

$687

AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST

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