Retirement plan

403 B THRIFT PLAN OF AVENUES TO INDEPENDENCE

Name: AVENUES TO INDEPENDENCE - 403 B THRIFT PLAN OF AVENUES TO INDEPENDENCE (2017) Form 5500
Creator: AVENUES TO INDEPENDENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF AVENUES TO INDEPENDENCE, AVENUES TO INDEPENDENCE

AVENUES TO INDEPENDENCEEIN 36-6008710Plan #002PY 2017

515 BUSSE HWY - PARK RIDGE, IL 600683154847-292-0870avenuestoindependence.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.3M

+20.9% from 2016

Total participants

-6.9% from 2016

Average account balance

$23,621

+23.1% from 2016

Annual return

11.71%

+4.75 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

102

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.

104.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1961

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 codes2F2G2L

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$344 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.208%

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

$23,621

$84,236-72.0%

$170,435-86.1%

$70,126-66.3%

Participation rate

97.7%

70.8%+26.9pp

83.6%+14.1pp

69.5%+28.2pp

Annual return

11.71%

23.06%-11.4pp

205.94%-194.2pp

73.15%-61.4pp

Employer contribution / active EE

$513

$3,387-84.9%

$5,432-90.6%

$2,343-78.1%

Participant deferral / active EE

$1,930

$3,086-37.5%

$4,939-60.9%

$3,332-42.1%

Admin fee / account holder

$285

$5,698-95.0%

$13,881-97.9%

$4,645-93.9%

403 B THRIFT PLAN OF AVENUES TO INDEPENDENCE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF AVENUES TO INDEPENDENCE

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