Retirement plan

ANDREAS H. BECHTLER ARTS FOUNDATION 401K PLAN

Name: ANDREAS H. BECHTLER ARTS FOUNDATION - ANDREAS H. BECHTLER ARTS FOUNDATION 401K PLAN (2018) Form 5500
Creator: ANDREAS H. BECHTLER ARTS FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDREAS H. BECHTLER ARTS FOUNDATION 401K PLAN, ANDREAS H. BECHTLER ARTS FOUNDATION

ANDREAS H. BECHTLER ARTS FOUNDATIONEIN 56-2225722Plan #001PY 2018

420 SOUTH TRYON STREET - CHARLOTTE, NC 28202704-353-9205

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$605K

+8.7% from 2017

Total participants

+48.1% from 2017

Average account balance

$23,268

-16.4% from 2017

Annual return

-6.58%

-20.22 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7353

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$84 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.432%

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

$23,268

$77,816-70.1%

$123,549-81.2%

$64,181-63.7%

Participation rate

54.8%

74.7%-19.9pp

82.3%-27.5pp

69.6%-14.7pp

Annual return

-6.58%

12.49%-19.1pp

119.20%-125.8pp

7.63%-14.2pp

Employer contribution / active EE

$1,213

$3,014-59.7%

$4,628-73.8%

$2,381-49.0%

Participant deferral / active EE

$1,527

$5,240-70.9%

$6,426-76.2%

$3,470-56.0%

Admin fee / account holder

$100

$5,519-98.2%

$9,284-98.9%

$4,887-97.9%

ANDREAS H. BECHTLER ARTS FOUNDATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDREAS H. BECHTLER ARTS FOUNDATION 401K 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