Retirement plan

EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION

Name: NATIONAL ATHLETIC TRAINERS ASSOCIAT ION - EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION (2016) Form 5500
Creator: NATIONAL ATHLETIC TRAINERS ASSOCIAT ION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION, NATIONAL ATHLETIC TRAINERS ASSOCIAT ION

NATIONAL ATHLETIC TRAINERS ASSOCIAT IONEIN 75-2575595Plan #002PY 2016

1620 VALWOOD PKWY STE 115 - CARROLLTON, TX 75006214-637-6282nata.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement-$1.9M assets

Prospect flagsHigh feesLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+7.3% from 2015

Total participants

-1.4% from 2015

Average account balance

$58,745

+8.8% from 2015

Annual return

8.31%

+8.58 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.69M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

169.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$211K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1978

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 codes2E2C2G3D

Plan features

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

3 tripped

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

$163K

$4523 / participant

Other / not subdivided$163K100.0%

% of EOY assets

3.960%

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

$58,745

$48,078+22.2%

$78,676-25.3%

$62,881-6.6%

Participation rate

100.0%

65.2%+34.8pp

73.6%+26.4pp

69.3%+30.7pp

Annual return

8.31%

31.36%-23.1pp

62.19%-53.9pp

20.14%-11.8pp

Employer contribution / active EE

$2,015-100.0%

$2,850-100.0%

$2,281-100.0%

Participant deferral / active EE

$3,445

$2,587+33.2%

$3,517-2.0%

$3,203+7.6%

Admin fee / account holder

$2,326

$3,206-27.4%

$4,510-48.4%

$4,296-45.9%

EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION

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