Retirement plan

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES

Name: UNITED WAY OF DUBUQUE AREA TRI-STAT ES - TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES (2015) Form 5500
Creator: UNITED WAY OF DUBUQUE AREA TRI-STAT ES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES, UNITED WAY OF DUBUQUE AREA TRI-STAT ES

UNITED WAY OF DUBUQUE AREA TRI-STAT ESEIN 42-0761060Plan #002PY 2015

215 W 6TH ST - DUBUQUE, IA 52001563-588-1415dbqunitedway.orgLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$91K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$477K

No prior year

Total participants

No prior year

Average account balance

$95,357

No prior year

Annual return

30.14%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$460K

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 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

+37.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107754

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 codes2L

Plan features

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

$23K

Other / not subdivided$23K100.0%

% of EOY assets

4.828%

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

$95,357

$84,697+12.6%

$73,845+29.1%

$125,393-24.0%

Participation rate

0.0%

76.8%-76.8pp

73.4%-73.4pp

83.2%-83.2pp

Annual return

30.14%

3123.66%-3093.5pp

2267.91%-2237.8pp

282.23%-252.1pp

Employer contribution / active EE

$3,123-100.0%

$2,788-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,351-100.0%

Admin fee / account holder

$4,604

$5,692-19.1%

$4,881-5.7%

$9,541-51.7%

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES

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