Retirement plan

EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES

Name: INSTITUTE FOR COMMUNITY ALLIANCES - EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES (2017) Form 5500
Creator: INSTITUTE FOR COMMUNITY ALLIANCES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES, INSTITUTE FOR COMMUNITY ALLIANCES

INSTITUTE FOR COMMUNITY ALLIANCESEIN 42-1352902Plan #001PY 2017

1111 9TH ST STE 380 - DES MOINES, IA 50314515-246-6643icalliances.orgLinkedIn51-200 employeesinformation services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+95.4% from 2016

Total participants

+32.6% from 2016

Average account balance

$17,843

+47.4% from 2016

Annual return

43.26%

+30.28 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.09M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

156

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$964K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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

1 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 codes2F2S2T3D

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$77 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.409%

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

$17,843

$53,127-66.4%

$86,597-79.4%

$70,131-74.6%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

43.26%

27.66%+15.6pp

964.96%-921.7pp

73.14%-29.9pp

Employer contribution / active EE

$2,606

$2,068+26.0%

$2,840-8.2%

$2,342+11.2%

Participant deferral / active EE

$2,489

$2,696-7.7%

$3,609-31.0%

$3,332-25.3%

Admin fee / account holder

$73

$3,585-98.0%

$4,906-98.5%

$4,645-98.4%

EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES

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