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 (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$178K

+116.5% from 2017

Total participants

+33.3% from 2017

Average account balance

$22,302

+35.3% from 2017

Annual return

-8.95%

-8.95 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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 codes2L2F2G2C

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

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

$6K

$750 / participant

Other / not subdivided$6K100.0%

% of EOY assets

3.363%

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

$22,302

$90,607-75.4%

$79,467-71.9%

$135,380-83.5%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-8.95%

977.74%-986.7pp

718.30%-727.3pp

519.81%-528.8pp

Employer contribution / active EE

$8,950

$3,068+191.7%

$2,800+219.6%

$4,779+87.3%

Participant deferral / active EE

$4,721

$4,050+16.6%

$3,704+27.5%

$5,609-15.8%

Admin fee / account holder

$750

$5,895-87.3%

$5,104-85.3%

$10,828-93.1%

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