Retirement plan

U.S. NAVAL SEA CADETS CORPS TDA & DEFINED CONTRIBUTION PLAN

Name: U.S. NAVAL SEA CADET CORPS - U.S. NAVAL SEA CADETS CORPS TDA & DEFINED CONTRIBUTION PLAN (2017) Form 5500
Creator: U.S. NAVAL SEA CADET CORPS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.S. NAVAL SEA CADETS CORPS TDA & DEFINED CONTRIBUTION PLAN, U.S. NAVAL SEA CADET CORPS

U.S. NAVAL SEA CADET CORPSEIN 52-0808385Plan #002PY 2017

2300 WILSON BLVD, SUITE 200 - ARLINGTON, VA 222015435703-243-6910seacadets.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$850K

-26.0% from 2016

Total participants

-15.4% from 2016

Average account balance

$77,253

-12.6% from 2016

Annual return

14.34%

+8.83 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

207.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$771

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 codes2G2L2T

Plan features

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.
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.

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

$505K

$84189 / participant

Other / not subdivided$505K100.0%

% of EOY assets

59.442%

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

$77,253

$73,546+5.0%

$63,018+22.6%

$147,586-47.7%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

14.34%

175.56%-161.2pp

87.62%-73.3pp

578.59%-564.3pp

Employer contribution / active EE

$4,327

$3,324+30.2%

$2,761+56.7%

$4,876-11.3%

Participant deferral / active EE

$2,558

$4,185-38.9%

$3,330-23.2%

$5,439-53.0%

Admin fee / account holder

$45,921

$5,956+671.0%

$3,601+1175.3%

$10,886+321.8%

U.S. NAVAL SEA CADETS CORPS TDA & DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.S. NAVAL SEA CADETS CORPS TDA & DEFINED CONTRIBUTION 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