Retirement plan

TOTAL COMMUNITY ACTION, INC. EMPLOYEES' RETIREMENT PLAN & TRUST

Name: TOTAL COMMUNITY ACTION, INC. - TOTAL COMMUNITY ACTION, INC. EMPLOYEES' RETIREMENT PLAN & TRUST (2016) Form 5500
Creator: TOTAL COMMUNITY ACTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL COMMUNITY ACTION, INC. EMPLOYEES' RETIREMENT PLAN & TRUST, TOTAL COMMUNITY ACTION, INC.

TOTAL COMMUNITY ACTION, INC.EIN 72-0599165Plan #001PY 2016

1420 SOUTH JEFFERSON DAVIS PARKWAY - NEW ORLEANS, LA 701251744504-827-0334tca-nola.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$6.3M

+0.7% from 2015

Total participants

434

+42.3% from 2015

Average account balance

$15,343

-24.7% from 2015

Annual return

3.00%

+2.86 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.19M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

540

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$246K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$890

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

+7.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN TRUST CO. Service code 13 · EIN 72-0710250 110 VETERANS BLVD · METAIRIE, LA 70433	Contract Administrator	$0

Plan features & details

Pension benefit codes2A2E2G

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$11K

$36 / participant

Contract admin$11K100.0%

% of EOY assets

0.171%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CASCIO & SCHMIDT, LLC
Auditor EIN: 260100771
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,343

$36,916-58.4%

$156,551-90.2%

$57,658-73.4%

Participation rate

91.3%

63.4%+27.8pp

84.0%+7.3pp

70.2%+21.0pp

Annual return

3.00%

12.38%-9.4pp

32.23%-29.2pp

5.13%-2.1pp

Employer contribution / active EE

$2,560

$1,571+63.0%

$5,501-53.5%

$1,974+29.7%

Participant deferral / active EE

$1,926-100.0%

$4,871-100.0%

$3,061-100.0%

Admin fee / account holder

$26

$82-68.1%

$13,028-99.8%

$95-72.2%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2+ years

Filed as: LINCOLN TRUST CO.

Service code 13 · EIN 72-0710250

110 VETERANS BLVD · METAIRIE, LA 70433

Contract Administrator

TOTAL COMMUNITY ACTION, INC. EMPLOYEES' RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL COMMUNITY ACTION, INC. EMPLOYEES' RETIREMENT PLAN & TRUST

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