Retirement plan

EYE BANK ASSN OF AM DEF CONT M-P RET PLAN

Name: EYE BANK ASSOCIATION OF AMERICA - EYE BANK ASSN OF AM DEF CONT M-P RET PLAN (2018) Form 5500
Creator: EYE BANK ASSOCIATION OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EYE BANK ASSN OF AM DEF CONT M-P RET PLAN, EYE BANK ASSOCIATION OF AMERICA

EYE BANK ASSOCIATION OF AMERICAEIN 72-0678970Plan #001PY 2018

1101 17TH STREET, NW, SUITE 400 - WASHINGTON, DC 20036202-775-4999restoresight.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+4.3% from 2017

Total participants

+4.5% from 2017

Average account balance

No prior year

Annual return

-5.53%

-21.82 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

$2.32M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$1484 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.813%

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

$90,607-100.0%

$79,467-100.0%

$135,380-100.0%

Participation rate

0.0%

76.0%-76.0pp

73.3%-73.3pp

82.6%-82.6pp

Annual return

-5.53%

977.74%-983.3pp

718.30%-723.8pp

519.81%-525.3pp

Employer contribution / active EE

$9,920

$3,068+223.4%

$2,800+254.3%

$4,779+107.6%

Participant deferral / active EE

$8,772

$4,050+116.6%

$3,704+136.8%

$5,609+56.4%

Admin fee / account holder

$5,895-100.0%

$5,104-100.0%

$10,828-100.0%

EYE BANK ASSN OF AM DEF CONT M-P RET PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EYE BANK ASSN OF AM DEF CONT M-P RET 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