Retirement plan

EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION

Name: NATIONAL ATHLETIC TRAINERS ASSOCIATION - EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION (2021) Form 5500
Creator: NATIONAL ATHLETIC TRAINERS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NATIONAL ATHLETIC TRAINERS ASSOCIATION, NATIONAL ATHLETIC TRAINERS ASSOCIATION

NATIONAL ATHLETIC TRAINERS ASSOCIATIONEIN 75-2575595Plan #003PY 2021

1620 VALWOOD PKWY STE 115 - CARROLLTON, TX 750068321214-637-6282nata.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$7.2M assets

Prospect flagsHigh feesLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$4.6M

+20.9% from 2020

Total participants

-1.5% from 2020

Average account balance

$71,641

+20.9% from 2020

Annual return

16.33%

-1.24 pp from 2020

Benchmarks

See 8,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,919 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.79M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

181.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$364K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1358

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 codes2F2G2T3D

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.
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

3 tripped

OpportunityLow participant contribution
Participant 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

$154K

$3499 / participant

Other / not subdivided$154K100.0%

% of EOY assets

3.358%

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

$71,641

$65,440+9.5%

$98,506-27.3%

$85,851-16.6%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.3%+30.7pp

Annual return

16.33%

21.75%-5.4pp

1494.92%-1478.6pp

318.63%-302.3pp

Employer contribution / active EE

$7,396

$2,169+241.0%

$2,961+149.7%

$2,565+188.3%

Participant deferral / active EE

$3,168-100.0%

$4,277-100.0%

$3,952-100.0%

Admin fee / account holder

$2,406

$4,596-47.7%

$5,955-59.6%

$6,261-61.6%

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