Retirement plan

ASIAN RELIEF, INC. RETIREMENT PLAN AND TRUST

Name: ASIAN RELIEF, INC. - ASIAN RELIEF, INC. RETIREMENT PLAN AND TRUST (2017) 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 2017

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

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-21.2% from 2016

Total participants

+10.0% from 2016

Average account balance

$134,212

-28.3% from 2016

Annual return

7.09%

+1.80 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.05M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3203

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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$703K

$100482 / participant

Other / not subdivided$703K100.0%

% of EOY assets

47.643%

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

$134,212

$99,017+35.5%

$86,587+55.0%

$147,585-9.1%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

7.09%

1312.37%-1305.3pp

964.86%-957.8pp

578.56%-571.5pp

Employer contribution / active EE

$13,305

$3,132+324.8%

$2,839+368.6%

$4,876+172.9%

Participant deferral / active EE

$11,254

$3,972+183.3%

$3,609+211.9%

$5,439+106.9%

Admin fee / account holder

$63,943

$5,710+1019.7%

$4,906+1203.4%

$10,885+487.4%

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