Retirement plan

PRINCETON AREA COMMUNITY FOUNDATION, INC. TAX DEFERRED ANNUITY 403(B) RETIREMENT PLAN

Name: PRINCETON AREA COMMUNITY FOUNDATION, INC. - PRINCETON AREA COMMUNITY FOUNDATION, INC. TAX DEFERRED ANNUITY 403(B) RETIREMENT PLAN (2015) Form 5500
Creator: PRINCETON AREA COMMUNITY FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINCETON AREA COMMUNITY FOUNDATION, INC. TAX DEFERRED ANNUITY 403(B) RETIREMENT PLAN, PRINCETON AREA COMMUNITY FOUNDATION, INC.

PRINCETON AREA COMMUNITY FOUNDATION, INC.EIN 52-1746234Plan #002PY 2015

15 PRINCESS RD - LAWRENCEVILLE, NJ 086482301609-219-1800pacf.orgLinkedIn11-50 employeesphilanthropy

Other plans on this EIN

1 filing

#001Retirement-$482K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$77,368

No prior year

Annual return

-0.21%

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

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2M2T

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.
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

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

$52K

$5809 / participant

Other / not subdivided$52K100.0%

% of EOY assets

5.198%

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

$77,368

$84,685-8.6%

$73,836+4.8%

$125,389-38.3%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.21%

3123.80%-3124.0pp

2268.06%-2268.3pp

282.24%-282.5pp

Employer contribution / active EE

$3,943

$3,123+26.2%

$2,787+41.4%

$4,866-19.0%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$4,021

$5,694-29.4%

$4,882-17.6%

$9,541-57.9%

PRINCETON AREA COMMUNITY FOUNDATION, INC. TAX DEFERRED ANNUITY 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRINCETON AREA COMMUNITY FOUNDATION, INC. TAX DEFERRED ANNUITY 403(B) RETIREMENT 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