Retirement plan

INSIDENGO 403B PENSION PLAN

Name: INSIDENGO - INSIDENGO 403B PENSION PLAN (2017) Form 5500
Creator: INSIDENGO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSIDENGO 403B PENSION PLAN, INSIDENGO

INSIDENGOEIN 52-1312495Plan #001PY 2017

1120 20TH STREET NW, SUITE 520 S. - WASHINGTON, DC 20036202-600-8292humentum.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+29.8% from 2016

Total participants

+63.2% from 2016

Average account balance

$93,701

-20.4% from 2016

Annual return

13.78%

+9.44 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

$3.57M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

620.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9333

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 codes2F2G2L2T

Plan features

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.
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

$10K

$680 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.351%

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

$93,701

$73,546+27.4%

$63,018+48.7%

$147,586-36.5%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

13.78%

175.56%-161.8pp

87.62%-73.8pp

578.59%-564.8pp

Employer contribution / active EE

$14,535

$3,324+337.3%

$2,761+426.5%

$4,876+198.1%

Participant deferral / active EE

$10,033

$4,185+139.8%

$3,330+201.3%

$5,439+84.5%

Admin fee / account holder

$329

$5,956-94.5%

$3,601-90.9%

$10,886-97.0%

INSIDENGO 403B PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSIDENGO 403B PENSION 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