Retirement plan

401(A) THRIFT PLAN OF UNITED WAY OF SOUTHEAST ARKANSAS, INC.

Name: UNITED WAY OF SOUTHEAST ARKANSAS, I NC. - 401(A) THRIFT PLAN OF UNITED WAY OF SOUTHEAST ARKANSAS, INC. (2016) Form 5500
Creator: UNITED WAY OF SOUTHEAST ARKANSAS, I NC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(A) THRIFT PLAN OF UNITED WAY OF SOUTHEAST ARKANSAS, INC., UNITED WAY OF SOUTHEAST ARKANSAS, I NC.

UNITED WAY OF SOUTHEAST ARKANSAS, I NC.EIN 71-0236869Plan #002PY 2016

PO BOX 8702 - PINE BLUFF, AR 71611870-534-2153uwseark.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$179K

+13.2% from 2015

Total participants

0.0% from 2015

Average account balance

$44,851

+13.2% from 2015

Annual return

2.48%

+2.32 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+5.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2950

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 codes2E2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$48

$12 / participant

Other / not subdivided$48100.0%

% of EOY assets

0.027%

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

$44,851

$90,486-50.4%

$78,676-43.0%

$273,972-83.6%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

2.48%

75.62%-73.1pp

62.19%-59.7pp

41.46%-39.0pp

Employer contribution / active EE

$3,946

$3,175+24.3%

$2,850+38.4%

$4,869-19.0%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$12

$5,263-99.8%

$4,510-99.7%

$10,133-99.9%

401(A) THRIFT PLAN OF UNITED WAY OF SOUTHEAST ARKANSAS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(A) THRIFT PLAN OF UNITED WAY OF SOUTHEAST ARKANSAS, 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