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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$707K

-19.3% from 2018

Total participants

+90.9% from 2018

Average account balance

$35,343

-55.6% from 2018

Annual return

21.48%

+25.85 pp from 2018

Benchmarks

See 6,050 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,050 peers

Snapshot2019

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 codes2G2L2T3D

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.
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

$481K

$26720 / participant

Other / not subdivided$481K100.0%

% of EOY assets

68.043%

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

$35,343

$77,449-54.4%

$69,483-49.1%

$152,909-76.9%

Participation rate

94.4%

78.1%+16.4pp

74.6%+19.8pp

82.5%+12.0pp

Annual return

21.48%

39.09%-17.6pp

28.99%-7.5pp

345.46%-324.0pp

Employer contribution / active EE

$3,648

$3,316+10.0%

$2,780+31.2%

$4,764-23.4%

Participant deferral / active EE

$3,252

$4,415-26.3%

$3,537-8.0%

$5,851-44.4%

Admin fee / account holder

$24,048

$6,210+287.2%

$3,841+526.1%

$11,601+107.3%

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