Retirement plan

NATIONAL SENIOR GAMES ASSOCIATION 401(K) PROFIT SHARING PLAN

Name: U.S. NATIONAL SENIOR SPORTS ORGANIZATION, INC. - NATIONAL SENIOR GAMES ASSOCIATION 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: U.S. NATIONAL SENIOR SPORTS ORGANIZATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL SENIOR GAMES ASSOCIATION 401(K) PROFIT SHARING PLAN, U.S. NATIONAL SENIOR SPORTS ORGANIZATION, INC.

U.S. NATIONAL SENIOR SPORTS ORGANIZATION, INC.dba NATIONAL SENIOR GAMES ASSOCIATIONEIN 43-1488742Plan #002PY 2017

PO BOX 5630 - CLEARWATER, FL 337585630727-475-4057nsga.comLinkedIn1-10 employeessports

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$397K

+26.4% from 2016

Total participants

+25.0% from 2016

Average account balance

$39,661

+1.1% from 2016

Annual return

19.29%

+11.35 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

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

+18.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4998

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$1903 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.878%

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

$39,661

$99,009-59.9%

$86,581-54.2%

$147,585-73.1%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

19.29%

1312.70%-1293.4pp

965.06%-945.8pp

578.58%-559.3pp

Employer contribution / active EE

$1,629

$3,132-48.0%

$2,840-42.6%

$4,876-66.6%

Participant deferral / active EE

$4,001

$3,972+0.7%

$3,609+10.9%

$5,439-26.4%

Admin fee / account holder

$1,142

$5,709-80.0%

$4,904-76.7%

$10,886-89.5%

NATIONAL SENIOR GAMES ASSOCIATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL SENIOR GAMES ASSOCIATION 401(K) PROFIT SHARING 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