Retirement plan

TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

Name: ATLANTIC COUNCIL OF THE UNITED STATES, INC. - TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES (2015) Form 5500
Creator: ATLANTIC COUNCIL OF THE UNITED STATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES, ATLANTIC COUNCIL OF THE UNITED STATES, INC.

ATLANTIC COUNCIL OF THE UNITED STATES, INC.EIN 52-0742294Plan #002PY 2015

1030 15TH STREET, NW, 12TH FLOOR - WASHINGTON, DC 200051503202-778-4953LinkedIn51-200 employeesresearch

Other plans on this EIN

1 filing

#001Retirement-$4.0M assets

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed September 9, 2021

Plan administrator

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1030 15th St NW 12th Floor

Washington, DC 20005

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Plans declared (1)

Atlantic Council 457(f) Deferred Compensation Plan1 emp

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Total assets (EOY)

$2.1M

No prior year

Total participants

113

No prior year

Average account balance

$19,657

No prior year

Annual return

12.67%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$545K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2L2T3D

Plan features

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

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

$133K

$1490 / participant

Other / not subdivided$133K100.0%

% of EOY assets

6.365%

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

$19,657

$45,152-56.5%

$73,836-73.4%

$59,633-67.0%

Participation rate

92.1%

64.0%+28.1pp

73.4%+18.7pp

68.7%+23.5pp

Annual return

12.67%

27.40%-14.7pp

2268.06%-2255.4pp

2041.45%-2028.8pp

Employer contribution / active EE

$1,901-100.0%

$2,787-100.0%

$2,203-100.0%

Participant deferral / active EE

$5,245

$2,573+103.9%

$3,583+46.4%

$3,192+64.4%

Admin fee / account holder

$1,251

$3,515-64.4%

$4,882-74.4%

$4,297-70.9%

TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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