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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#022Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+9.3% from 2016

Total participants

-14.3% from 2016

Average account balance

$126,648

+29.2% from 2016

Annual return

13.10%

+5.61 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

$133K

$19049 / participant

Other / not subdivided$133K100.0%

% of EOY assets

9.572%

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

$126,648

$171,867-26.3%

$149,721-15.4%

$147,586-14.2%

Participation rate

85.7%

88.2%-2.5pp

87.1%-1.4pp

82.8%+2.9pp

Annual return

13.10%

2113.36%-2100.3pp

1501.67%-1488.6pp

578.59%-565.5pp

Employer contribution / active EE

$3,896

$6,275-37.9%

$5,444-28.4%

$4,876-20.1%

Participant deferral / active EE

$6,963

$7,270-4.2%

$6,568+6.0%

$5,439+28.0%

Admin fee / account holder

$12,122

$13,799-12.2%

$11,282+7.4%

$10,886+11.4%

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