Retirement plan

403 B THRIFT PLAN OF ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLE

Name: ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLENCE - 403 B THRIFT PLAN OF ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLE (2017) Form 5500
Creator: ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLE, ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLENCE

ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLENCEEIN 86-0593601Plan #001PY 2017

2800 N CENTRAL AVE STE 1570 - PHOENIX, AZ 850041065602-279-2900acesdv.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$266K

+42.6% from 2016

Total participants

+21.1% from 2016

Average account balance

$11,573

+17.8% from 2016

Annual return

16.08%

+7.76 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

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

+16.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1582

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 codes2F2G2L

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.

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$14K

$851 / participant

Other / not subdivided$14K100.0%

% of EOY assets

5.435%

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

$11,573

$99,031-88.3%

$86,597-86.6%

$147,585-92.2%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

16.08%

1312.56%-1296.5pp

964.96%-948.9pp

578.57%-562.5pp

Employer contribution / active EE

$1,250

$3,132-60.1%

$2,840-56.0%

$4,876-74.4%

Participant deferral / active EE

$2,507

$3,972-36.9%

$3,609-30.5%

$5,439-53.9%

Admin fee / account holder

$629

$5,711-89.0%

$4,906-87.2%

$10,885-94.2%

403 B THRIFT PLAN OF ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF ARIZONA COALITION TO END SEXUAL AND DOMESTIC VIOLE

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