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. (2018) 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 2018

4250 NW 16TH ST - BELLE GLADE, FL 334305962561-996-9583arcglades.orgLinkedIn11-50 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$885K

-5.0% from 2017

Total participants

+33.3% from 2017

Average account balance

$55,281

-16.9% from 2017

Annual return

-10.37%

-27.58 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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 codes2F2T3D

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).
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$405 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.503%

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

$55,281

$90,617-39.0%

$79,476-30.4%

$135,382-59.2%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-10.37%

977.57%-987.9pp

718.21%-728.6pp

519.77%-530.1pp

Employer contribution / active EE

$1,972

$3,068-35.7%

$2,800-29.6%

$4,779-58.7%

Participant deferral / active EE

$2,966

$4,050-26.8%

$3,704-19.9%

$5,609-47.1%

Admin fee / account holder

$278

$5,907-95.3%

$5,113-94.6%

$10,829-97.4%

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