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 (2018) 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 2018

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$717K

+8.1% from 2017

Total participants

+25.0% from 2017

Average account balance

$179,300

+8.1% from 2017

Annual return

3.43%

+0.31 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

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

$25K

$6225 / participant

Other / not subdivided$25K100.0%

% of EOY assets

3.472%

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

$179,300

$138,076+29.9%

$123,553+45.1%

$135,380+32.4%

Participation rate

75.0%

84.7%-9.7pp

82.3%-7.3pp

82.6%-7.6pp

Annual return

3.43%

153.70%-150.3pp

119.21%-115.8pp

519.81%-516.4pp

Employer contribution / active EE

$13,999

$5,152+171.7%

$4,628+202.5%

$4,779+192.9%

Participant deferral / active EE

$6,800-100.0%

$6,426-100.0%

$5,609-100.0%

Admin fee / account holder

$6,225

$10,917-43.0%

$9,284-33.0%

$10,828-42.5%

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