Retirement plan

EMPLOYEE BENEFIT PLAN OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC.

Name: ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC. - EMPLOYEE BENEFIT PLAN OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC. (2021) Form 5500
Creator: ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC., ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC.

ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC.EIN 39-1709925Plan #002PY 2021

648 N PLANKINTON AVE STE 425 - MILWAUKEE, WI 532032926414-359-1040LinkedIn51-200 employeesnon-profit organization management

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$7.6M

-15.5% from 2020

Total participants

107

-12.3% from 2020

Average account balance

$71,412

-2.8% from 2020

Annual return

16.27%

+1.29 pp from 2020

Benchmarks

See 18,811 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,811 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-77.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 8-year trajectory. $4.99 for your first month.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,304

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$15K

$355 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.192%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,412

$95,416-25.2%

$185,823-61.6%

$85,850-16.8%

Participation rate

97.6%

68.8%+28.8pp

81.7%+15.9pp

69.3%+28.2pp

Annual return

16.27%

23.59%-7.3pp

122.05%-105.8pp

318.53%-302.3pp

Employer contribution / active EE

$4,254

$3,314+28.4%

$5,167-17.7%

$2,565+65.8%

Participant deferral / active EE

$8,636

$3,423+152.3%

$5,568+55.1%

$3,952+118.5%

Admin fee / account holder

$137

$7,213-98.1%

$16,237-99.2%

$6,260-97.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,304

EMPLOYEE BENEFIT PLAN OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC.

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