Retirement plan

NATIONAL ASSOCIATION OF ACOS 401 K PROFIT SHARING PLAN TRUST

Name: NATIONAL ASSOCIATION OF ACOS - NATIONAL ASSOCIATION OF ACOS 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: NATIONAL ASSOCIATION OF ACOS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ASSOCIATION OF ACOS 401 K PROFIT SHARING PLAN TRUST, NATIONAL ASSOCIATION OF ACOS

NATIONAL ASSOCIATION OF ACOSEIN 46-1581524Plan #001PY 2018

601 13TH ST NW, SUITE 900S - WASHINGTON, DC 20005202-640-2648naco.orgLinkedIn51-200 employeespublic policy

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$241K

+54.1% from 2017

Total participants

+44.4% from 2017

Average account balance

$20,067

+15.6% from 2017

Annual return

-19.59%

-157.39 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22502

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 codes2E3D2F2T2G2J

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$716

$60 / participant

Other / not subdivided$716100.0%

% of EOY assets

0.297%

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

$20,067

$90,617-77.9%

$79,476-74.8%

$135,382-85.2%

Participation rate

91.7%

76.1%+15.6pp

73.3%+18.3pp

82.6%+9.0pp

Annual return

-19.59%

977.57%-997.2pp

718.21%-737.8pp

519.77%-539.4pp

Employer contribution / active EE

$3,979

$3,068+29.7%

$2,800+42.1%

$4,779-16.7%

Participant deferral / active EE

$5,619

$4,050+38.7%

$3,704+51.7%

$5,609+0.2%

Admin fee / account holder

$60

$5,907-99.0%

$5,113-98.8%

$10,829-99.4%

NATIONAL ASSOCIATION OF ACOS 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ASSOCIATION OF ACOS 401 K PROFIT SHARING PLAN TRUST

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