Retirement plan

ASSOCIATION OF RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN

Name: ASSOCIATION OF RESEARCH LIBRARIES - ASSOCIATION OF RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN (2017) Form 5500
Creator: ASSOCIATION OF RESEARCH LIBRARIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN, ASSOCIATION OF RESEARCH LIBRARIES

ASSOCIATION OF RESEARCH LIBRARIESEIN 52-0784198Plan #001PY 2017

21 DUPONT CIRCLE, N.W., SUITE 800 - WASHINGTON, DC 20036202-296-2296arl.orgLinkedIn11-50 employeeslibraries

Other plans on this EIN

1 filing

#002Retirement-$3.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.4M

+17.6% from 2016

Total participants

+1.9% from 2016

Average account balance

$191,944

+15.5% from 2016

Annual return

14.24%

+8.60 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.38M

Not enough data

1 years with asset history on file

Average account balance

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

$291K

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.

105.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$933K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20812

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 codes2L2C2G2F

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

$212K

$3930 / participant

Other / not subdivided$212K100.0%

% of EOY assets

2.048%

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

$191,944

$53,128+261.3%

$86,582+121.7%

$70,126+173.7%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

14.24%

27.66%-13.4pp

965.08%-950.8pp

73.15%-58.9pp

Employer contribution / active EE

$9,427

$2,068+355.9%

$2,839+232.0%

$2,343+302.4%

Participant deferral / active EE

$2,695-100.0%

$3,609-100.0%

$3,332-100.0%

Admin fee / account holder

$3,930

$3,584+9.7%

$4,904-19.9%

$4,645-15.4%

ASSOCIATION OF RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT 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