Retirement plan

ACTIVE TRANSPORTATION ALLIANCE 401(K) PLAN

Name: ACTIVE TRANSPORTATION ALLIANCE, NFP - ACTIVE TRANSPORTATION ALLIANCE 401(K) PLAN (2015) Form 5500
Creator: ACTIVE TRANSPORTATION ALLIANCE, NFP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTIVE TRANSPORTATION ALLIANCE 401(K) PLAN, ACTIVE TRANSPORTATION ALLIANCE, NFP

ACTIVE TRANSPORTATION ALLIANCE, NFPEIN 36-3385886Plan #001PY 2015

9 W. HUBBARD STREET, SUITE 402 - CHICAGO, IL 60654312-216-0462activetrans.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$351K

No prior year

Total participants

No prior year

Average account balance

$10,032

No prior year

Annual return

-2.07%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$939K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

182.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

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

+10.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8145

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 codes2E2J2F2G3D2T

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

2 tripped

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.

Expense breakdown

Schedule H Part II

Admin total

$95K

$2886 / participant

Other / not subdivided$95K100.0%

% of EOY assets

27.125%

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

$10,032

$75,832-86.8%

$147,617-93.2%

$59,633-83.2%

Participation rate

97.0%

71.6%+25.4pp

84.6%+12.3pp

68.7%+28.3pp

Annual return

-2.07%

0.37%-2.4pp

61.98%-64.1pp

2041.45%-2043.5pp

Employer contribution / active EE

$795

$3,485-77.2%

$5,564-85.7%

$2,203-63.9%

Participant deferral / active EE

$2,171

$3,131-30.7%

$4,895-55.7%

$3,192-32.0%

Admin fee / account holder

$2,721

$5,986-54.5%

$11,612-76.6%

$4,297-36.7%

ACTIVE TRANSPORTATION ALLIANCE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTIVE TRANSPORTATION ALLIANCE 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