Retirement plan

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CENTRAL LOUISIANA

Name: UNITED WAY OF CENTRAL LOUISIANA - TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CENTRAL LOUISIANA (2018) Form 5500
Creator: UNITED WAY OF CENTRAL LOUISIANA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CENTRAL LOUISIANA, UNITED WAY OF CENTRAL LOUISIANA

UNITED WAY OF CENTRAL LOUISIANAEIN 72-0462338Plan #002PY 2018

1101 4TH ST STE 202 - ALEXANDRIA, LA 713018311318-443-7203uwcl.orgLinkedIn1-10 employeescivic & social organization

Other plans on this EIN

1 filing

#001Retirement-$610K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$114K

-6.8% from 2017

Total participants

0.0% from 2017

Average account balance

$28,511

-6.8% from 2017

Annual return

-9.48%

-25.32 pp from 2017

Benchmarks

See 33,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,735 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$14K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5703

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G2M2F

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,511

$90,600-68.5%

$79,464-64.1%

$135,375-78.9%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-9.48%

977.43%-986.9pp

718.14%-727.6pp

519.73%-529.2pp

Employer contribution / active EE

$3,068-100.0%

$2,800-100.0%

$4,779-100.0%

Participant deferral / active EE

$810

$4,050-80.0%

$3,704-78.1%

$5,609-85.6%

Admin fee / account holder

$5,907-100.0%

$5,113-100.0%

$10,827-100.0%

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CENTRAL LOUISIANA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CENTRAL LOUISIANA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion