Retirement plan

VERA COURT NEIGHBORHOOD CENTER RETIREMENT PLAN

Name: VERA COURT NEIGHBORHOOD CENTER - VERA COURT NEIGHBORHOOD CENTER RETIREMENT PLAN (2017) Form 5500
Creator: VERA COURT NEIGHBORHOOD CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VERA COURT NEIGHBORHOOD CENTER RETIREMENT PLAN, VERA COURT NEIGHBORHOOD CENTER

VERA COURT NEIGHBORHOOD CENTEREIN 39-1945609Plan #001PY 2017

614 VERA CT - MADISON, WI 537041938608-246-8372

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$216K

+0.1% from 2016

Total participants

0.0% from 2016

Average account balance

$19,602

+0.1% from 2016

Annual return

13.61%

+4.67 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$560K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

51.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$870

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77

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 codes2L2G

Plan features

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

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

$81K

$13580 / participant

Other / not subdivided$81K100.0%

% of EOY assets

37.787%

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

$19,602

$99,031-80.2%

$86,597-77.4%

$147,585-86.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.61%

1312.56%-1298.9pp

964.96%-951.3pp

578.57%-565.0pp

Employer contribution / active EE

$2,615

$3,132-16.5%

$2,840-7.9%

$4,876-46.4%

Participant deferral / active EE

$6,069

$3,972+52.8%

$3,609+68.2%

$5,439+11.6%

Admin fee / account holder

$7,407

$5,711+29.7%

$4,906+51.0%

$10,885-32.0%

VERA COURT NEIGHBORHOOD CENTER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VERA COURT NEIGHBORHOOD CENTER RETIREMENT 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