Retirement plan

TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC.

Name: CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC. - TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC. (2017) Form 5500
Creator: CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC., CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC.

CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC.EIN 72-0738045Plan #002PY 2017

PO BOX 66038 - BATON ROUGE, LA 708966038capitalaaa.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$348K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$390K

+35.3% from 2016

Total participants

+13.3% from 2016

Average account balance

$22,942

+19.4% from 2016

Annual return

26.22%

+20.61 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$712K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

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

+6.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7176

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 codes2C2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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

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

$7K

$738 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.704%

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

$22,942

$99,011-76.8%

$86,582-73.5%

$147,586-84.5%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

26.22%

1312.75%-1286.5pp

965.08%-938.9pp

578.59%-552.4pp

Employer contribution / active EE

$3,132-100.0%

$2,839-100.0%

$4,876-100.0%

Participant deferral / active EE

$3,656

$3,972-8.0%

$3,609+1.3%

$5,439-32.8%

Admin fee / account holder

$391

$5,709-93.2%

$4,904-92.0%

$10,886-96.4%

TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING - DISTRICT II, INC.

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