Retirement plan

NATIONAL CENTER FOR FAMILIES LEARNING RETIREMENT PLAN

Name: NATIONAL CENTER FOR FAMILIES LEARNING, INC - NATIONAL CENTER FOR FAMILIES LEARNING RETIREMENT PLAN (2017) Form 5500
Creator: NATIONAL CENTER FOR FAMILIES LEARNING, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL CENTER FOR FAMILIES LEARNING RETIREMENT PLAN, NATIONAL CENTER FOR FAMILIES LEARNING, INC

NATIONAL CENTER FOR FAMILIES LEARNING, INCEIN 61-1159549Plan #001PY 2017

325 WEST MAIN STREET, SUITE 300 - LOUISVILLE, KY 402024237502-584-1133familieslearning.orgLinkedIn11-50 employeeseducation management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+0.0% from 2016

Total participants

+18.8% from 2016

Average account balance

$91,723

-15.8% from 2016

Annual return

9.29%

+5.56 pp from 2016

Benchmarks

See 3,769 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,769 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.34M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

150

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$416K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.49%

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

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 codes2F2G2M2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$533K

$16670 / participant

Other / not subdivided$533K100.0%

% of EOY assets

15.304%

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

$91,723

$45,043+103.6%

$63,005+45.6%

$70,124+30.8%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

9.29%

18.76%-9.5pp

87.59%-78.3pp

73.14%-63.9pp

Employer contribution / active EE

$3,100

$2,052+51.1%

$2,760+12.3%

$2,342+32.4%

Participant deferral / active EE

$2,135

$2,466-13.4%

$3,329-35.9%

$3,332-35.9%

Admin fee / account holder

$14,038

$2,833+395.5%

$3,599+290.0%

$4,645+202.2%

NATIONAL CENTER FOR FAMILIES LEARNING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL CENTER FOR FAMILIES LEARNING 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