Retirement plan

COMPUTING RESEARCH ASSOCIATION DEFINED CONTRIBUTION PLAN

Name: COMPUTING RESEARCH ASSOCIATION - COMPUTING RESEARCH ASSOCIATION DEFINED CONTRIBUTION PLAN (2018) Form 5500
Creator: COMPUTING RESEARCH ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPUTING RESEARCH ASSOCIATION DEFINED CONTRIBUTION PLAN, COMPUTING RESEARCH ASSOCIATION

COMPUTING RESEARCH ASSOCIATIONEIN 52-1622336Plan #001PY 2018

1828 L ST NW STE 800 - WASHINGTON, DC 200365104202-234-2111cra.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+13.7% from 2017

Total participants

-3.3% from 2017

Average account balance

$165,578

+17.7% from 2017

Annual return

10.53%

-1.87 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.32M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$634K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10334

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 codes2G2T2L

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.

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

$106K

$4627 / participant

Other / not subdivided$106K100.0%

% of EOY assets

2.295%

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

$165,578

$69,541+138.1%

$59,899+176.4%

$135,380+22.3%

Participation rate

95.7%

77.8%+17.8pp

74.7%+21.0pp

82.6%+13.0pp

Annual return

10.53%

7.95%+2.6pp

3.46%+7.1pp

519.81%-509.3pp

Employer contribution / active EE

$5,734

$3,236+77.2%

$2,723+110.6%

$4,779+20.0%

Participant deferral / active EE

$4,492

$4,206+6.8%

$3,402+32.0%

$5,609-19.9%

Admin fee / account holder

$3,801

$5,737-33.8%

$3,592+5.8%

$10,828-64.9%

COMPUTING RESEARCH ASSOCIATION DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPUTING RESEARCH ASSOCIATION 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