Retirement plan

NCAMP 403(B) TAX DEFERRED PENSION PLAN

Name: BEYOND PESTICIDES/NATL COALITION AGAINST MISUSE OF PESTICIDE - NCAMP 403(B) TAX DEFERRED PENSION PLAN (2017) Form 5500
Creator: BEYOND PESTICIDES/NATL COALITION AGAINST MISUSE OF PESTICIDE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NCAMP 403(B) TAX DEFERRED PENSION PLAN, BEYOND PESTICIDES/NATL COALITION AGAINST MISUSE OF PESTICIDE

BEYOND PESTICIDES/NATL COALITION AGAINST MISUSE OF PESTICIDEEIN 52-1360541Plan #001PY 2017

701 E STREET, SE, SUITE 200 - WASHINGTON, DC 20003202-543-5450

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$346K

+12.7% from 2016

Total participants

-13.6% from 2016

Average account balance

$18,207

+30.5% from 2016

Annual return

10.99%

+7.42 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$770K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

440.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2F2L2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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).
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

$14K

$3434 / participant

Other / not subdivided$14K100.0%

% of EOY assets

3.970%

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

$18,207

$99,031-81.6%

$86,597-79.0%

$147,585-87.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

10.99%

1312.56%-1301.6pp

964.96%-954.0pp

578.57%-567.6pp

Employer contribution / active EE

$3,003

$3,132-4.1%

$2,840+5.8%

$4,876-38.4%

Participant deferral / active EE

$1,085

$3,972-72.7%

$3,609-69.9%

$5,439-80.1%

Admin fee / account holder

$723

$5,711-87.3%

$4,906-85.3%

$10,885-93.4%

NCAMP 403(B) TAX DEFERRED PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NCAMP 403(B) TAX DEFERRED 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