Retirement plan

TOTAL COMMUNITY ACTION, INC. TOTAL COMMUNITY ACTION, INC. EE'S RETIREMENT PLAN &

Name: TOTAL COMMUNITY ACTION, INC. - TOTAL COMMUNITY ACTION, INC. TOTAL COMMUNITY ACTION, INC. EE'S RETIREMENT PLAN & (2017) Form 5500
Creator: TOTAL COMMUNITY ACTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL COMMUNITY ACTION, INC. TOTAL COMMUNITY ACTION, INC. EE'S RETIREMENT PLAN &, TOTAL COMMUNITY ACTION, INC.

TOTAL COMMUNITY ACTION, INC.EIN 72-0599165Plan #001PY 2017

1420 SOUTH JEFFERSON DAVIS PKW - NEW ORLEANS, LA 70125504-827-0334tca-nola.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$6.8M

+8.9% from 2016

Total participants

436

+0.5% from 2016

Average account balance

$17,084

+11.4% from 2016

Annual return

6.35%

+3.36 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
LT TRUST COMPANY1 year Filed as: LT TRUST CO. Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202	Contract Administrator	$12,275

Plan features & details

Pension benefit codes2A2E2F2G2T3D

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.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$12K

$39 / participant

Contract admin$12K100.0%

% of EOY assets

0.180%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,084

$46,173-63.0%

$170,435-90.0%

$69,631-75.5%

Participation rate

88.1%

63.9%+24.2pp

83.6%+4.5pp

70.7%+17.4pp

Annual return

6.35%

21.62%-15.3pp

205.94%-199.6pp

27571.02%-27564.7pp

Employer contribution / active EE

$2,417

$1,610+50.2%

$5,432-55.5%

$2,032+18.9%

Participant deferral / active EE

$2,080-100.0%

$4,939-100.0%

$3,224-100.0%

Admin fee / account holder

$31

$116-73.5%

$13,881-99.8%

$110-72.1%

Provider

Service type

Compensation

LT TRUST COMPANY1 year

Filed as: LT TRUST CO.

Service code 13 · EIN 61-1607607

1675 BROADWAY · DENVER, CO 80202

Contract Administrator

$12,275

TOTAL COMMUNITY ACTION, INC. TOTAL COMMUNITY ACTION, INC. EE'S RETIREMENT PLAN &

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL COMMUNITY ACTION, INC. TOTAL COMMUNITY ACTION, INC. EE'S RETIREMENT 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