Retirement plan

NATIONAL ADVOCATES FOR PREGNANT WOMEN 403(B) PLAN

Name: NATIONAL ADVOCATES FOR PREGNANT WOMEN - NATIONAL ADVOCATES FOR PREGNANT WOMEN 403(B) PLAN (2018) Form 5500
Creator: NATIONAL ADVOCATES FOR PREGNANT WOMEN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ADVOCATES FOR PREGNANT WOMEN 403(B) PLAN, NATIONAL ADVOCATES FOR PREGNANT WOMEN

NATIONAL ADVOCATES FOR PREGNANT WOMENEIN 52-2282183Plan #001PY 2018

875 6TH AVENUE, SUITE 1807 - NEW YORK, NY 10001212-255-9252

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$459K

No prior year

Total participants

No prior year

Average account balance

$38,212

No prior year

Annual return

-9.28%

No prior year

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

177.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$264K

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

+34.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3831

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 codes2F2J2M2T3F

Plan features

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).
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$625

$57 / participant

Other / not subdivided$625100.0%

% of EOY assets

0.136%

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

$38,212

$90,607-57.8%

$79,467-51.9%

$135,380-71.8%

Participation rate

72.7%

76.0%-3.3pp

73.3%-0.6pp

82.6%-9.9pp

Annual return

-9.28%

977.74%-987.0pp

718.30%-727.6pp

519.81%-529.1pp

Employer contribution / active EE

$3,068-100.0%

$2,800-100.0%

$4,779-100.0%

Participant deferral / active EE

$6,285

$4,050+55.2%

$3,704+69.7%

$5,609+12.1%

Admin fee / account holder

$52

$5,895-99.1%

$5,104-99.0%

$10,828-99.5%

NATIONAL ADVOCATES FOR PREGNANT WOMEN 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ADVOCATES FOR PREGNANT WOMEN 403(B) 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