Retirement plan

403 B THRIFT PLAN OF SOUTH CAROLINA ASSOCIATION OF COMMUNITY ACTION PAR

Name: SOUTH CAROLINA ASSOCIATION OF COMMU NITY ACTION PARTNERSHIPS - 403 B THRIFT PLAN OF SOUTH CAROLINA ASSOCIATION OF COMMUNITY ACTION PAR (2017) Form 5500
Creator: SOUTH CAROLINA ASSOCIATION OF COMMU NITY ACTION PARTNERSHIPS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF SOUTH CAROLINA ASSOCIATION OF COMMUNITY ACTION PAR, SOUTH CAROLINA ASSOCIATION OF COMMU NITY ACTION PARTNERSHIPS

SOUTH CAROLINA ASSOCIATION OF COMMU NITY ACTION PARTNERSHIPSEIN 55-0861643Plan #001PY 2017

2700 MIDDLEBURG DR STE 213 - COLUMBIA, SC 292042416803-771-9404scacpa.orgLinkedIn11-50 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$457K

+22.3% from 2016

Total participants

0.0% from 2016

Average account balance

$228,521

+22.3% from 2016

Annual return

13.23%

+5.53 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$595K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

44.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1489

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 codes2F2T

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).
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$48

$24 / participant

Other / not subdivided$48100.0%

% of EOY assets

0.011%

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

$228,521

$198,457+15.1%

$170,435+34.1%

$147,586+54.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

13.23%

257.30%-244.1pp

205.94%-192.7pp

578.59%-565.4pp

Employer contribution / active EE

$7,097

$6,183+14.8%

$5,432+30.6%

$4,876+45.5%

Participant deferral / active EE

$9,773

$5,629+73.6%

$4,939+97.9%

$5,439+79.7%

Admin fee / account holder

$24

$16,852-99.9%

$13,881-99.8%

$10,886-99.8%

403 B THRIFT PLAN OF SOUTH CAROLINA ASSOCIATION OF COMMUNITY ACTION PAR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF SOUTH CAROLINA ASSOCIATION OF COMMUNITY ACTION PAR

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