Retirement plan

NACSA 401(K) RETIREMENT PLAN

Name: NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS - NACSA 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NACSA 401(K) RETIREMENT PLAN, NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS

NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERSEIN 84-1553195Plan #001PY 2017

105 WEST ADAMS STREET, SUITE 1900 - CHICAGO, IL 606036207312-376-2313LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+31.0% from 2016

Total participants

-4.8% from 2016

Average account balance

$76,258

+34.4% from 2016

Annual return

20.70%

+0.15 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.58M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

213.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5380

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

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

$61K

$2898 / participant

Other / not subdivided$61K100.0%

% of EOY assets

2.100%

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

$76,258

$73,518+3.7%

$63,005+21.0%

$147,585-48.3%

Participation rate

90.5%

77.9%+12.6pp

74.8%+15.7pp

82.8%+7.6pp

Annual return

20.70%

175.46%-154.8pp

87.59%-66.9pp

578.58%-557.9pp

Employer contribution / active EE

$4,206

$3,322+26.6%

$2,760+52.4%

$4,876-13.7%

Participant deferral / active EE

$9,103

$4,183+117.6%

$3,329+173.4%

$5,439+67.4%

Admin fee / account holder

$1,602

$5,952-73.1%

$3,599-55.5%

$10,886-85.3%

NACSA 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NACSA 401(K) RETIREMENT 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