Retirement plan

EMPLOYEE BENEFIT PLAN OF THE ARC OF THE GLADES, INC.

Name: THE ARC OF THE GLADES, INC. - EMPLOYEE BENEFIT PLAN OF THE ARC OF THE GLADES, INC. (2016) Form 5500
Creator: THE ARC OF THE GLADES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE ARC OF THE GLADES, INC., THE ARC OF THE GLADES, INC.

THE ARC OF THE GLADES, INC.EIN 59-1760374Plan #001PY 2016

4250 NW 16TH ST - BELLE GLADE, FL 33430561-996-9583arcglades.orgLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$762K

No prior year

Total participants

No prior year

Average account balance

$54,450

No prior year

Annual return

8.45%

No prior year

Benchmarks

See 30,917 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,917 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$429K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4674

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$24K

$2174 / participant

Other / not subdivided$24K100.0%

% of EOY assets

3.137%

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

$54,450

$90,509-39.8%

$78,693-30.8%

$273,968-80.1%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

8.45%

75.61%-67.2pp

62.18%-53.7pp

41.45%-33.0pp

Employer contribution / active EE

$930

$3,175-70.7%

$2,850-67.4%

$4,869-80.9%

Participant deferral / active EE

$2,165

$3,901-44.5%

$3,517-38.4%

$5,287-59.1%

Admin fee / account holder

$1,708

$5,264-67.6%

$4,511-62.1%

$10,132-83.1%

EMPLOYEE BENEFIT PLAN OF THE ARC OF THE GLADES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE ARC OF THE GLADES, 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