Retirement plan

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN

Name: NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES - NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN (2018) Form 5500
Creator: NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN, NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIESEIN 42-1708016Plan #003PY 2018

444 N CAPITOL STREET NW, SUITE 307 - WASHINGTON, DC 20001202-624-78644cleanair.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.5M

+6.2% from 2017

Total participants

0.0% from 2017

Average account balance

$615,430

+6.2% from 2017

Annual return

6.46%

-5.82 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

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

$839K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

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

+4.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1096955

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$183K

$26190 / participant

Other / not subdivided$183K100.0%

% of EOY assets

3.310%

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

$615,430

$69,541+785.0%

$59,899+927.5%

$135,380+354.6%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

6.46%

7.95%-1.5pp

3.46%+3.0pp

519.81%-513.3pp

Employer contribution / active EE

$10,156

$3,236+213.8%

$2,723+273.0%

$4,779+112.5%

Participant deferral / active EE

$14,270

$4,206+239.3%

$3,402+319.4%

$5,609+154.4%

Admin fee / account holder

$20,370

$5,737+255.1%

$3,592+467.1%

$10,828+88.1%

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ASSOCIATION OF CLEAN AIR AGENCIES 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