Retirement plan

AIDS ACTION COALITION OF HUNTSVILLE, INC. RETIREMENT PLAN

Name: AIDS ACTION COALITION OF HUNTSVILLE, INC. - AIDS ACTION COALITION OF HUNTSVILLE, INC. RETIREMENT PLAN (2017) Form 5500
Creator: AIDS ACTION COALITION OF HUNTSVILLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIDS ACTION COALITION OF HUNTSVILLE, INC. RETIREMENT PLAN, AIDS ACTION COALITION OF HUNTSVILLE, INC.

AIDS ACTION COALITION OF HUNTSVILLE, INC.EIN 57-0889447Plan #001PY 2017

600 ST. CLAIR AVENUE, BUILDING 3 - HUNTVILLE, AL 35801256-536-4700LinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+59.6% from 2016

Total participants

+21.5% from 2016

Average account balance

$23,050

+35.8% from 2016

Annual return

35.63%

+29.15 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.48M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

136

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.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$571K

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$237

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

1 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 codes2F2G2M3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$60K

$950 / participant

Other / not subdivided$60K100.0%

% of EOY assets

3.877%

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

$23,050

$84,236-72.6%

$170,435-86.5%

$70,126-67.1%

Participation rate

81.0%

70.8%+10.1pp

83.6%-2.6pp

69.5%+11.4pp

Annual return

35.63%

23.06%+12.6pp

205.94%-170.3pp

73.15%-37.5pp

Employer contribution / active EE

$1,418

$3,387-58.1%

$5,432-73.9%

$2,343-39.4%

Participant deferral / active EE

$3,193

$3,086+3.5%

$4,939-35.4%

$3,332-4.2%

Admin fee / account holder

$894

$5,698-84.3%

$13,881-93.6%

$4,645-80.8%

AIDS ACTION COALITION OF HUNTSVILLE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIDS ACTION COALITION OF HUNTSVILLE, INC. RETIREMENT 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