Retirement plan

STATE DIRECTORS 401(K) PLAN

Name: NATIONAL ASSOCIATION OF STATE DIRECTORS - STATE DIRECTORS 401(K) PLAN (2018) Form 5500
Creator: NATIONAL ASSOCIATION OF STATE DIRECTORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STATE DIRECTORS 401(K) PLAN, NATIONAL ASSOCIATION OF STATE DIRECTORS

NATIONAL ASSOCIATION OF STATE DIRECTORSEIN 52-1646898Plan #001PY 2018

8484 GEORGIA AVENUE, SUITE 620 - SILVER SPRING, MD 20910301-588-9630

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$871K

+31.1% from 2017

Total participants

+12.5% from 2017

Average account balance

$96,816

+16.5% from 2017

Annual return

16.21%

-2.83 pp from 2017

Benchmarks

See 5,841 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,841 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$85099

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E3D2G2J2F2T

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).
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,816

$69,518+39.3%

$59,878+61.7%

$135,375-28.5%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

16.21%

7.94%+8.3pp

3.46%+12.8pp

519.73%-503.5pp

Employer contribution / active EE

$7,556

$3,235+133.6%

$2,722+177.6%

$4,779+58.1%

Participant deferral / active EE

$6,588

$4,206+56.6%

$3,402+93.6%

$5,609+17.5%

Admin fee / account holder

$5,734-100.0%

$3,590-100.0%

$10,827-100.0%

STATE DIRECTORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STATE DIRECTORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion