Retirement plan

CASIE 403(B) RETIREMENT PLAN

Name: CENTER FOR THE ADVANCEMENT AND STUDY OF - CASIE 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: CENTER FOR THE ADVANCEMENT AND STUDY OF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASIE 403(B) RETIREMENT PLAN, CENTER FOR THE ADVANCEMENT AND STUDY OF

CENTER FOR THE ADVANCEMENT AND STUDY OFEIN 58-2557142Plan #001PY 2017

1165 NORHTCHASE PKWY SE, SUITE 220 - MARIETTA, GA 300676436404-848-9044

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$155K

+17.7% from 2016

Total participants

0.0% from 2016

Average account balance

$38,702

+47.1% from 2016

Annual return

16.72%

+0.91 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$797K

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

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

+14.34%

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 codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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

$41K

$8151 / participant

Other / not subdivided$41K100.0%

% of EOY assets

26.326%

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

$38,702

$73,518-47.4%

$63,003-38.6%

$147,585-73.8%

Participation rate

80.0%

77.9%+2.1pp

74.8%+5.2pp

82.8%-2.8pp

Annual return

16.72%

175.46%-158.7pp

87.59%-70.9pp

578.57%-561.8pp

Employer contribution / active EE

$1,830

$3,322-44.9%

$2,760-33.7%

$4,876-62.5%

Participant deferral / active EE

$6,238

$4,183+49.1%

$3,329+87.4%

$5,439+14.7%

Admin fee / account holder

$10,189

$5,952+71.2%

$3,600+183.0%

$10,885-6.4%

CASIE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASIE 403(B) 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