Retirement plan

APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN

Name: APPALACHIAN TRAIL CONSERVANCY - APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN (2015) Form 5500
Creator: APPALACHIAN TRAIL CONSERVANCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN, APPALACHIAN TRAIL CONSERVANCY

APPALACHIAN TRAIL CONSERVANCYEIN 52-6046689Plan #001PY 2015

799 WASHINGTON STREET, PO BOX 807 - HARPERS FERRY, WV 254250807304-535-6331appalachiantrail.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

No prior year

Total participants

No prior year

Average account balance

$52,569

No prior year

Annual return

1.86%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.55M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

115

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$711K

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

+11.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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

1 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 codes2F2G2L2M2T

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).
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.
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

$80K

$1277 / participant

Other / not subdivided$80K100.0%

% of EOY assets

1.844%

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

$52,569

$45,152+16.4%

$73,836-28.8%

$59,633-11.8%

Participation rate

77.8%

64.0%+13.8pp

73.4%+4.3pp

68.7%+9.1pp

Annual return

1.86%

27.40%-25.5pp

2268.06%-2266.2pp

2041.45%-2039.6pp

Employer contribution / active EE

$1,800

$1,901-5.3%

$2,787-35.4%

$2,203-18.3%

Participant deferral / active EE

$3,077

$2,573+19.6%

$3,583-14.1%

$3,192-3.6%

Admin fee / account holder

$969

$3,515-72.4%

$4,882-80.1%

$4,297-77.4%

APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPALACHIAN TRAIL CONSERVANCY 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