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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$700K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$593K

+32.0% from 2016

Total participants

+7.1% from 2016

Average account balance

$39,566

No prior year

Annual return

18.65%

+18.73 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$413 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.695%

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

$39,566

$99,031-60.0%

$86,597-54.3%

$147,585-73.2%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

18.65%

1312.56%-1293.9pp

964.96%-946.3pp

578.57%-559.9pp

Employer contribution / active EE

$3,132-100.0%

$2,840-100.0%

$4,876-100.0%

Participant deferral / active EE

$5,987

$3,972+50.7%

$3,609+65.9%

$5,439+10.1%

Admin fee / account holder

$275

$5,711-95.2%

$4,906-94.4%

$10,885-97.5%

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