Retirement plan

TAX DEFERRED ANNUITY PLAN OF SPRUILL CENTER FOR THE ARTS, INC.

Name: SPRUILL CENTER FOR THE ARTS, INC. - TAX DEFERRED ANNUITY PLAN OF SPRUILL CENTER FOR THE ARTS, INC. (2017) Form 5500
Creator: SPRUILL CENTER FOR THE ARTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF SPRUILL CENTER FOR THE ARTS, INC., SPRUILL CENTER FOR THE ARTS, INC.

SPRUILL CENTER FOR THE ARTS, INC.EIN 58-1326782Plan #001PY 2017

5339 CHAMBLEE DUNWOODY RD - ATLANTA, GA 303384148770-394-3447spruillarts.orgLinkedIn1-10 employeesfine art

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$199K

+29.2% from 2016

Total participants

0.0% from 2016

Average account balance

$39,826

+29.2% from 2016

Annual return

15.35%

+6.97 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$147K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

600.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

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

+8.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$829

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 codes2F2G2L

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

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

$17

$9 / participant

Other / not subdivided$17100.0%

% of EOY assets

0.009%

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

$39,826

$165,939-76.0%

$122,354-67.5%

$147,585-73.0%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

15.35%

34.56%-19.2pp

30.28%-14.9pp

578.58%-563.2pp

Employer contribution / active EE

$5,754-100.0%

$4,051-100.0%

$4,876-100.0%

Participant deferral / active EE

$10,650

$4,005+165.9%

$3,287+224.0%

$5,439+95.8%

Admin fee / account holder

$7,425-100.0%

$5,479-99.9%

$10,886-100.0%

TAX DEFERRED ANNUITY PLAN OF SPRUILL CENTER FOR THE ARTS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF SPRUILL CENTER FOR THE ARTS, 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