Retirement plan

NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS CAPITAL ACCUMULATION PLAN

Name: NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS - NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS CAPITAL ACCUMULATION PLAN (2016) Form 5500
Creator: NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS CAPITAL ACCUMULATION PLAN, NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS

NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORSEIN 54-1167527Plan #033PY 2016

1655 FORT MYER DR STE 650 - ARLINGTON, VA 222093108703-528-8351LinkedIn1-10 employeescivic & social organization

Other plans on this EIN

1 filing

#022Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-3.9% from 2015

Total participants

0.0% from 2015

Average account balance

$98,031

-11.3% from 2015

Annual return

7.49%

+8.46 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+22.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3543

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 codes2F2G2T3D2J2E

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

$228K

$32623 / participant

Other / not subdivided$228K100.0%

% of EOY assets

17.919%

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

$98,031

$153,769-36.2%

$133,975-26.8%

$273,972-64.2%

Participation rate

85.7%

88.4%-2.7pp

87.1%-1.4pp

83.0%+2.7pp

Annual return

7.49%

36.51%-29.0pp

29.29%-21.8pp

41.46%-34.0pp

Employer contribution / active EE

$3,817

$6,029-36.7%

$5,211-26.8%

$4,869-21.6%

Participant deferral / active EE

$5,972

$6,958-14.2%

$6,282-4.9%

$5,287+13.0%

Admin fee / account holder

$17,566

$11,765+49.3%

$9,324+88.4%

$10,133+73.4%

NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ASSOCIATION OF STATE CREDIT UNION SUPERVISORS CAPITAL ACCUMULATION 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