Retirement plan

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Name: UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION - UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN, UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATIONEIN 54-0838566Plan #001PY 2017

580 MASSIE ROAD - CHARLOTTESVILLE, VA 22903434-982-2339LinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+12.0% from 2016

Total participants

0.0% from 2016

Average account balance

$177,470

+12.0% from 2016

Annual return

13.31%

+12.51 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$12.36M

Not enough data

1 years with asset history on file

Average account balance

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

$325K

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.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$774K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+13.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4359

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$521K

$21689 / participant

Other / not subdivided$521K100.0%

% of EOY assets

9.166%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$177,470

$99,020+79.2%

$86,590+105.0%

$147,584+20.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.31%

1312.34%-1299.0pp

964.84%-951.5pp

578.55%-565.2pp

Employer contribution / active EE

$12,622

$3,132+303.0%

$2,839+344.5%

$4,876+158.8%

Participant deferral / active EE

$6,289

$3,972+58.3%

$3,609+74.3%

$5,439+15.6%

Admin fee / account holder

$16,266

$5,710+184.9%

$4,906+231.6%

$10,885+49.4%

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING 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