Retirement plan

NASDSE 401(K) PLAN

Name: NATIONAL ASSOC. OF STATE DIRECTORS OF SPECIAL EDUCATION, INC. - NASDSE 401(K) PLAN (2017) Form 5500
Creator: NATIONAL ASSOC. OF STATE DIRECTORS OF SPECIAL EDUCATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASDSE 401(K) PLAN, NATIONAL ASSOC. OF STATE DIRECTORS OF SPECIAL EDUCATION, INC.

NATIONAL ASSOC. OF STATE DIRECTORS OF SPECIAL EDUCATION, INC.EIN 71-0435097Plan #002PY 2017

225 REINEKERS LANE, SUITE 420 - ALEXANDRIA, VA 22314703-519-3800nasdse.orgLinkedIn1-10 employeeseducation management

Other plans on this EIN

1 filing

#001Retirement-$101K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.6M

+1.1% from 2016

Total participants

-30.0% from 2016

Average account balance

$257,206

+44.5% from 2016

Annual return

9.13%

+3.52 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+6.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3123

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 codes2E2F2G2J2T3D

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).
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$470K

$52176 / participant

Other / not subdivided$470K100.0%

% of EOY assets

13.041%

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

$257,206

$99,017+159.8%

$86,587+197.0%

$147,585+74.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

9.13%

1312.37%-1303.2pp

964.86%-955.7pp

578.56%-569.4pp

Employer contribution / active EE

$11,272

$3,132+259.9%

$2,839+297.0%

$4,876+131.2%

Participant deferral / active EE

$9,174

$3,972+131.0%

$3,609+154.2%

$5,439+68.7%

Admin fee / account holder

$33,542

$5,710+487.4%

$4,906+583.7%

$10,885+208.1%

NASDSE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASDSE 401(K) 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