Retirement plan

NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN

Name: NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS - NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN (2017) Form 5500
Creator: NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN, NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTSEIN 47-0444674Plan #002PY 2017

635 SOUTH 14TH STREET, SUITE 330 - LINCOLN, NE 685082701402-476-8482

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$663K

+6.7% from 2016

Total participants

0.0% from 2016

Average account balance

$165,836

+6.7% from 2016

Annual return

3.12%

+0.65 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

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

+5.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6000

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$32K

$8000 / participant

Other / not subdivided$32K100.0%

% of EOY assets

4.824%

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

$165,836

$150,447+10.2%

$136,298+21.7%

$147,586+12.4%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

3.12%

1049.15%-1046.0pp

5156.27%-5153.1pp

578.59%-575.5pp

Employer contribution / active EE

$13,477

$5,256+156.4%

$4,696+187.0%

$4,876+176.4%

Participant deferral / active EE

$6,631-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$8,000

$10,906-26.6%

$9,244-13.5%

$10,886-26.5%

NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION 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