Retirement plan

APPIC 403(B) TDA PLAN

Name: ASSOCIATION OF PSYCHOLOGY & POSTDOCTORAL INTERNSHIP CENTERS - APPIC 403(B) TDA PLAN (2017) Form 5500
Creator: ASSOCIATION OF PSYCHOLOGY & POSTDOCTORAL INTERNSHIP CENTERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPIC 403(B) TDA PLAN, ASSOCIATION OF PSYCHOLOGY & POSTDOCTORAL INTERNSHIP CENTERS

ASSOCIATION OF PSYCHOLOGY & POSTDOCTORAL INTERNSHIP CENTERSEIN 74-1943420Plan #002PY 2017

17225 EL CAMINO REAL, STE 170 - HOUSTON, TX 770582748832-284-4080appic.orgLinkedIn51-200 employees

Other plans on this EIN

1 filing

#001Retirement-$328K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$355K

+6.4% from 2016

Total participants

+50.0% from 2016

Average account balance

$118,321

-29.0% from 2016

Annual return

3.78%

-0.04 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

$273K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+1.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96527

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 codes2F2G2L2M2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$4709 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.653%

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

$118,321

$99,011+19.5%

$86,582+36.7%

$147,586-19.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

3.78%

1312.75%-1309.0pp

965.08%-961.3pp

578.59%-574.8pp

Employer contribution / active EE

$3,132-100.0%

$2,839-100.0%

$4,876-100.0%

Participant deferral / active EE

$9,159

$3,972+130.6%

$3,609+153.8%

$5,439+68.4%

Admin fee / account holder

$3,139

$5,709-45.0%

$4,904-36.0%

$10,886-71.2%

APPIC 403(B) TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPIC 403(B) TDA 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