Retirement plan

TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS PROFIT SHARING PLAN

Name: TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS - TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS PROFIT SHARING PLAN (2018) Form 5500
Creator: TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS PROFIT SHARING PLAN, TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS

TRAVELERS AID SOCIETY OF GREATER NEW ORLEANSEIN 72-0408990Plan #002PY 2018

1530 GRAVIER STREET - NEW ORLEANS, LA 70112504-412-3700travelersaidneworleans.blogspot.comLinkedIn11-50 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$266K

+16.0% from 2017

Total participants

+62.5% from 2017

Average account balance

$29,526

-22.7% from 2017

Annual return

8.22%

-1.58 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

$708K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

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

+9.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1562

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$4K

$290 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.416%

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

$29,526

$90,607-67.4%

$79,467-62.8%

$135,380-78.2%

Participation rate

69.2%

76.0%-6.8pp

73.3%-4.1pp

82.6%-13.4pp

Annual return

8.22%

977.74%-969.5pp

718.30%-710.1pp

519.81%-511.6pp

Employer contribution / active EE

$1,373

$3,068-55.2%

$2,800-51.0%

$4,779-71.3%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$418

$5,895-92.9%

$5,104-91.8%

$10,828-96.1%

TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS PROFIT SHARING 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