Retirement plan

403(B) THRIFT PLAN OF ARMY EMERGENCY RELIEF

Name: ARMY EMERGENCY RELIEF - 403(B) THRIFT PLAN OF ARMY EMERGENCY RELIEF (2020) Form 5500
Creator: ARMY EMERGENCY RELIEF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF ARMY EMERGENCY RELIEF, ARMY EMERGENCY RELIEF

ARMY EMERGENCY RELIEFEIN 53-0196552Plan #001PY 2020

2530 CRYSTAL DRIVE, 13TH FLOOR - ARLINGTON, VA 22202571-389-7163aerhq.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+29.7% from 2019

Total participants

+5.6% from 2019

Average account balance

$191,907

+26.2% from 2019

Annual return

21.26%

-3.66 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.83M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$748K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+17.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11818

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 codes2F2G2T

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.
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

$71K

$2550 / participant

Other / not subdivided$71K100.0%

% of EOY assets

1.006%

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

$191,907

$91,198+110.4%

$178,503+7.5%

$79,856+140.3%

Participation rate

96.4%

69.2%+27.2pp

81.9%+14.5pp

69.6%+26.8pp

Annual return

21.26%

24.20%-2.9pp

151.12%-129.9pp

31.71%-10.5pp

Employer contribution / active EE

$6,353

$3,257+95.1%

$5,011+26.8%

$2,471+157.1%

Participant deferral / active EE

$12,771

$3,237+294.6%

$5,202+145.5%

$3,741+241.4%

Admin fee / account holder

$1,930

$6,748-71.4%

$13,987-86.2%

$5,306-63.6%

403(B) THRIFT PLAN OF ARMY EMERGENCY RELIEF

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF ARMY EMERGENCY RELIEF

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