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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$496K

+178.3% from 2018

Total participants

+37.5% from 2018

Average account balance

$45,133

+102.4% from 2018

Annual return

95.26%

+104.21 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

$4K

$376 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.757%

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

$45,133

$103,008-56.2%

$90,304-50.0%

$152,897-70.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

95.26%

95.22%0pp

78.13%+17.1pp

345.43%-250.2pp

Employer contribution / active EE

$9,469

$3,139+201.6%

$2,855+231.7%

$4,764+98.8%

Participant deferral / active EE

$5,715

$4,281+33.5%

$3,885+47.1%

$5,851-2.3%

Admin fee / account holder

$342

$6,175-94.5%

$5,354-93.6%

$11,599-97.1%

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