Retirement plan

GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF NC AT CHAPEL HILL DEFERRED ANNUITY PLAN

Name: GENERAL ALUMNI ASSOC. OF UNC - GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF NC AT CHAPEL HILL DEFERRED ANNUITY PLAN (2024) Form 5500
Creator: GENERAL ALUMNI ASSOC. OF UNC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF NC AT CHAPEL HILL DEFERRED ANNUITY PLAN, GENERAL ALUMNI ASSOC. OF UNC

GENERAL ALUMNI ASSOC. OF UNCEIN 56-6000469Plan #001PY 2024

P.O. BOX 660, HILL ALUMNI CENTER STADIUM DRIVE - CHAPEL HILL, NC 275140660919-962-3599LinkedIn11-50 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+21.3% from 2023

Total participants

+5.0% from 2023

Average account balance

$188,849

+1.1% from 2023

Annual return

15.12%

-0.64 pp from 2023

Benchmarks

See 10,657 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,657 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.93M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$404K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.12%

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 codes2L3D

Plan features

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.

Expense breakdown

Schedule H Part II

Admin total

$12

$0 / participant

Other / not subdivided$12100.0%

% of EOY assets

0.000%

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

$188,849

$58,275+224.1%

$81,844+130.7%

$80,935+133.3%

Participation rate

100.0%

63.5%+36.5pp

72.4%+27.6pp

67.7%+32.3pp

Annual return

15.12%

41.82%-26.7pp

778.87%-763.8pp

35.66%-20.5pp

Employer contribution / active EE

$6,924

$2,346+195.2%

$2,916+137.4%

$2,757+151.2%

Participant deferral / active EE

$8,055

$3,285+145.2%

$4,323+86.3%

$4,299+87.4%

Admin fee / account holder

$4,749-100.0%

$7,355-100.0%

$6,924-100.0%

GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF NC AT CHAPEL HILL DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENERAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF NC AT CHAPEL HILL DEFERRED ANNUITY 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