Retirement plan

ZETA TAU ALPHA 401(K) PLAN

Name: ZETA TAU ALPHA FRATERNITY - ZETA TAU ALPHA 401(K) PLAN (2017) Form 5500
Creator: ZETA TAU ALPHA FRATERNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZETA TAU ALPHA 401(K) PLAN, ZETA TAU ALPHA FRATERNITY

ZETA TAU ALPHA FRATERNITYEIN 36-1996950Plan #001PY 2017

1036 S. RANGELINE ROAD - CARMEL, IN 46032317-872-0540zetataualpha.orgLinkedIn51-200 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$854K

+24.8% from 2016

Total participants

+2.4% from 2016

Average account balance

$19,857

+21.9% from 2016

Annual return

18.92%

+11.18 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.24M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

84.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$302K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1083

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 codes2E2F2G2J3D

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.
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

$78K

$2797 / participant

Other / not subdivided$78K100.0%

% of EOY assets

9.171%

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

$19,857

$45,050-55.9%

$63,018-68.5%

$70,126-71.7%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

18.92%

18.76%+0.2pp

87.62%-68.7pp

73.15%-54.2pp

Employer contribution / active EE

$1,539

$2,052-25.0%

$2,761-44.2%

$2,343-34.3%

Participant deferral / active EE

$2,695

$2,466+9.3%

$3,330-19.1%

$3,332-19.1%

Admin fee / account holder

$1,821

$2,834-35.7%

$3,601-49.4%

$4,645-60.8%

ZETA TAU ALPHA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZETA TAU ALPHA 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