Retirement plan

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC.

Name: UNITED WAY OF RUTHERFORD COUNTY,INC . - EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. (2015) Form 5500
Creator: UNITED WAY OF RUTHERFORD COUNTY,INC .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC., UNITED WAY OF RUTHERFORD COUNTY,INC .

UNITED WAY OF RUTHERFORD COUNTY,INC .EIN 56-1030597Plan #003PY 2015

PO BOX 823 - SPINDALE, NC 28160828-286-3929

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$466K

No prior year

Total participants

No prior year

Average account balance

$77,707

No prior year

Annual return

-0.15%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$218K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+7.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8156

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 codes2E2C2F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$120

$60 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.026%

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

$77,707

$84,684-8.2%

$73,835+5.2%

$125,388-38.0%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.15%

3123.93%-3124.1pp

2268.13%-2268.3pp

282.24%-282.4pp

Employer contribution / active EE

$7,144

$3,123+128.7%

$2,788+156.3%

$4,866+46.8%

Participant deferral / active EE

$300

$3,993-92.5%

$3,583-91.6%

$5,352-94.4%

Admin fee / account holder

$20

$5,691-99.6%

$4,880-99.6%

$9,541-99.8%

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC.

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