Retirement plan

NEBRASKA SCHOOL ACTIVITIES ASSOCIATION 403(B) PLAN

Name: NEBRASKA SCHOOL ACTIVITIES ASSOCIATION - NEBRASKA SCHOOL ACTIVITIES ASSOCIATION 403(B) PLAN (2017) Form 5500
Creator: NEBRASKA SCHOOL ACTIVITIES ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKA SCHOOL ACTIVITIES ASSOCIATION 403(B) PLAN, NEBRASKA SCHOOL ACTIVITIES ASSOCIATION

NEBRASKA SCHOOL ACTIVITIES ASSOCIATIONEIN 47-0376602Plan #001PY 2017

500 CHARLESTON STREET, SUITE 1 - LINCOLN, NE 685081119402-489-0386nsaahome.orgLinkedIn11-50 employeesperforming arts

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+39.3% from 2016

Total participants

-23.5% from 2016

Average account balance

$102,210

+71.5% from 2016

Annual return

18.86%

+21.39 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.14M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$301K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+8.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12342

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 codes2F2G2L2M2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

1 tripped

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

$1K

$91 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.089%

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

$102,210

$99,031+3.2%

$86,597+18.0%

$147,585-30.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

18.86%

1312.56%-1293.7pp

964.96%-946.1pp

578.57%-559.7pp

Employer contribution / active EE

$6,811

$3,132+117.4%

$2,840+139.9%

$4,876+39.7%

Participant deferral / active EE

$8,211

$3,972+106.7%

$3,609+127.5%

$5,439+51.0%

Admin fee / account holder

$91

$5,711-98.4%

$4,906-98.1%

$10,885-99.2%

NEBRASKA SCHOOL ACTIVITIES ASSOCIATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKA SCHOOL ACTIVITIES ASSOCIATION 403(B) 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