Retirement plan

ASIAN RELIEF, INC. RETIREMENT PLAN AND TRUST

Name: ASIAN RELIEF, INC. - ASIAN RELIEF, INC. RETIREMENT PLAN AND TRUST (2015) Form 5500
Creator: ASIAN RELIEF, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASIAN RELIEF, INC. RETIREMENT PLAN AND TRUST, ASIAN RELIEF, INC.

ASIAN RELIEF, INC.EIN 52-1440944Plan #001PY 2015

180 ADMIRAL COCHRANE DRIVE, SUITE 240 - ANNAPOLIS, MD 214017367301-779-4141

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

No prior year

Total participants

No prior year

Average account balance

$324,628

No prior year

Annual return

0.03%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1793

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 codes2M2T

Plan features

2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$76K

$9509 / participant

Other / not subdivided$76K100.0%

% of EOY assets

2.604%

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

$324,628

$84,685+283.3%

$73,836+339.7%

$125,389+158.9%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

0.03%

3123.80%-3123.8pp

2268.06%-2268.0pp

282.24%-282.2pp

Employer contribution / active EE

$16,008

$3,123+412.5%

$2,787+474.3%

$4,866+229.0%

Participant deferral / active EE

$16,213

$3,993+306.1%

$3,583+352.5%

$5,352+203.0%

Admin fee / account holder

$8,453

$5,694+48.5%

$4,882+73.1%

$9,541-11.4%

ASIAN RELIEF, INC. RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASIAN RELIEF, INC. RETIREMENT PLAN AND TRUST

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