Retirement plan

UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

Name: UNIVERSITY OF VIRGINIA FOUNDATION - UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN (2021) Form 5500
Creator: UNIVERSITY OF VIRGINIA FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN, UNIVERSITY OF VIRGINIA FOUNDATION

UNIVERSITY OF VIRGINIA FOUNDATIONEIN 54-1682176Plan #003PY 2021

P.O. BOX 400218 - CHARLOTTESVILLE, VA 22904434-982-4847uvafoundation.comLinkedIn11-50 employeesreal estate

Other plans on this EIN

1 filing

#001Retirement-$18.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+15.7% from 2020

Total participants

+11.1% from 2020

Average account balance

$138,438

+2.9% from 2020

Annual return

11.81%

+3.89 pp from 2020

Benchmarks

See 17,096 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,096 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2J2L3D

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$138,438

$227,633-39.2%

$189,597-27.0%

$167,553-17.4%

Participation rate

88.9%

82.5%+6.4pp

78.4%+10.4pp

82.1%+6.8pp

Annual return

11.81%

78.45%-66.6pp

64.20%-52.4pp

478.89%-467.1pp

Employer contribution / active EE

$1,534

$5,317-71.1%

$4,412-65.2%

$4,840-68.3%

Participant deferral / active EE

$3,177

$7,003-54.6%

$6,174-48.5%

$6,343-49.9%

Admin fee / account holder

$11,879-100.0%

$9,807-100.0%

$12,316-100.0%

UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion