Retirement plan

INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN

Name: INSTITUTE FOR CONSERVATION LEADERSHIP - INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN (2019) Form 5500
Creator: INSTITUTE FOR CONSERVATION LEADERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN, INSTITUTE FOR CONSERVATION LEADERSHIP

INSTITUTE FOR CONSERVATION LEADERSHIPEIN 52-1708211Plan #001PY 2019

7000 CARROLL AVENUE, SUITE 200-14 - TAKOMA PARK, MD 20912301-270-1548icl.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+12.3% from 2018

Total participants

0.0% from 2018

Average account balance

$160,208

+12.3% from 2018

Annual return

18.11%

+23.20 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2947

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 codes2G2L2T

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$108K

$17993 / participant

Other / not subdivided$108K100.0%

% of EOY assets

9.627%

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

$160,208

$157,296+1.9%

$141,191+13.5%

$152,897+4.8%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

18.11%

64.34%-46.2pp

71.41%-53.3pp

345.43%-327.3pp

Employer contribution / active EE

$3,443

$5,262-34.6%

$4,736-27.3%

$4,764-27.7%

Participant deferral / active EE

$4,878

$7,111-31.4%

$6,710-27.3%

$5,851-16.6%

Admin fee / account holder

$15,422

$12,125+27.2%

$10,264+50.3%

$11,599+33.0%

INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY 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