Retirement plan

THE BIG TEN CONFERENCE, INC. TAX SHELTERED ANNUITY

Name: THE BIG TEN CONFERENCE, INC. - THE BIG TEN CONFERENCE, INC. TAX SHELTERED ANNUITY (2017) Form 5500
Creator: THE BIG TEN CONFERENCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BIG TEN CONFERENCE, INC. TAX SHELTERED ANNUITY, THE BIG TEN CONFERENCE, INC.

THE BIG TEN CONFERENCE, INC.EIN 36-3640583Plan #002PY 2017

5440 PARK PLACE - ROSEMONT, IL 60018847-696-1010

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed September 30, 2020 (most recent of 3 filings on file)

Plan administrator

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5440 Park Place

Rosemont, IL 60018

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Plans declared (1)

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Total assets (EOY)

$11.4M

+10.3% from 2016

Total participants

-29.0% from 2016

Average account balance

$254,348

-6.9% from 2016

Annual return

17.65%

+9.80 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

$12.30M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

111.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21268

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

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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 codes2M2L2F2G3F2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$34651 / participant

Other / not subdivided$2M100.0%

% of EOY assets

14.835%

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

$254,348

$53,128+378.7%

$86,582+193.8%

$70,126+262.7%

Participation rate

91.8%

65.3%+26.5pp

73.5%+18.3pp

69.5%+22.3pp

Annual return

17.65%

27.66%-10.0pp

965.08%-947.4pp

73.15%-55.5pp

Employer contribution / active EE

$12,741

$2,068+516.1%

$2,839+348.7%

$2,343+443.9%

Participant deferral / active EE

$6,303

$2,695+133.9%

$3,609+74.7%

$3,332+89.2%

Admin fee / account holder

$37,731

$3,584+952.8%

$4,904+669.4%

$4,645+712.2%

THE BIG TEN CONFERENCE, INC. TAX SHELTERED ANNUITY

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BIG TEN CONFERENCE, INC. TAX SHELTERED ANNUITY

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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