Retirement plan

EMPLOYEE BENEFIT PLAN OF MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C

Name: MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C - EMPLOYEE BENEFIT PLAN OF MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C (2017) Form 5500
Creator: MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C, MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C

MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L CEIN 43-1773643Plan #001PY 2017

PO BOX 104265 - JEFFERSON CITY, MO 651104265573-556-8090

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

+24.9% from 2016

Total participants

+23.2% from 2016

Average account balance

$34,640

+1.3% from 2016

Annual return

16.84%

-6.75 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.74M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

127

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.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$421K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4662

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2S2T

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.

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

$104K

$2271 / participant

Other / not subdivided$104K100.0%

% of EOY assets

4.371%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,640

$84,233-58.9%

$170,442-79.7%

$70,131-50.6%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

16.84%

23.06%-6.2pp

205.93%-189.1pp

73.14%-56.3pp

Employer contribution / active EE

$2,382

$3,387-29.7%

$5,433-56.1%

$2,342+1.7%

Participant deferral / active EE

$3,215

$3,086+4.2%

$4,939-34.9%

$3,332-3.5%

Admin fee / account holder

$1,514

$5,698-73.4%

$13,880-89.1%

$4,645-67.4%

EMPLOYEE BENEFIT PLAN OF MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MISSOURI ALLIANCE FOR CHILDREN AND FAMILIES L L C

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