Retirement plan

NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS DC PLAN

Name: NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS - NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS DC PLAN (2024) Form 5500
Creator: NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS DC PLAN, NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS

NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTSEIN 47-4382124Plan #001PY 2024

3005 CENTER GREEN DRIVE, SUITE 130 - BOULDER, CO 80301303-242-5038LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+23.3% from 2023

Total participants

+15.8% from 2023

Average account balance

$85,819

+6.4% from 2023

Annual return

9.88%

-6.91 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$390K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+9.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9054

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 codes2L2F2G3D

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$199K

$9960 / participant

Other / not subdivided$199K100.0%

% of EOY assets

10.551%

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

$85,819

$88,710-3.3%

$81,783+4.9%

$145,959-41.2%

Participation rate

100.0%

75.0%+25.0pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

9.88%

1027.26%-1017.4pp

775.05%-765.2pp

561.95%-552.1pp

Employer contribution / active EE

$12,051

$3,083+290.9%

$2,913+313.8%

$4,661+158.6%

Participant deferral / active EE

$7,473

$4,645+60.9%

$4,320+73.0%

$6,689+11.7%

Admin fee / account holder

$9,054

$8,407+7.7%

$7,380+22.7%

$13,398-32.4%

NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS DC 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