Retirement plan

EMPLOYEE BENEFIT PLAN OF AGAPE OF CENTRAL ALABAMA, INC.

Name: AGAPE OF CENTRAL ALABAMA, INC. - EMPLOYEE BENEFIT PLAN OF AGAPE OF CENTRAL ALABAMA, INC. (2018) Form 5500
Creator: AGAPE OF CENTRAL ALABAMA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AGAPE OF CENTRAL ALABAMA, INC., AGAPE OF CENTRAL ALABAMA, INC.

AGAPE OF CENTRAL ALABAMA, INC.EIN 63-0743701Plan #004PY 2018

PO BOX 230472 - MONTGOMERY, AL 361230472334-272-9466agapeforchildren.orgLinkedIn11-50 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$286K

-18.0% from 2017

Total participants

+7.1% from 2017

Average account balance

$19,059

-28.9% from 2017

Annual return

-3.63%

-17.15 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$483K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

143.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

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

+17.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$889

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

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

$83K

$9176 / participant

Other / not subdivided$83K100.0%

% of EOY assets

28.888%

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

$19,059

$90,607-79.0%

$79,467-76.0%

$135,380-85.9%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-3.63%

977.74%-981.4pp

718.30%-721.9pp

519.81%-523.4pp

Employer contribution / active EE

$430

$3,068-86.0%

$2,800-84.6%

$4,779-91.0%

Participant deferral / active EE

$3,176

$4,050-21.6%

$3,704-14.3%

$5,609-43.4%

Admin fee / account holder

$5,506

$5,895-6.6%

$5,104+7.9%

$10,828-49.2%

EMPLOYEE BENEFIT PLAN OF AGAPE OF CENTRAL ALABAMA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AGAPE OF CENTRAL ALABAMA, 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