Retirement plan

ACADEMY FOR THE LOVE OF LEARNING, INC., DEFINED CONTRIBUTION RETIREMENT PLAN

Name: ACADEMY FOR THE LOVE OF LEARNING, INC. - ACADEMY FOR THE LOVE OF LEARNING, INC., DEFINED CONTRIBUTION RETIREMENT PLAN (2017) Form 5500
Creator: ACADEMY FOR THE LOVE OF LEARNING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACADEMY FOR THE LOVE OF LEARNING, INC., DEFINED CONTRIBUTION RETIREMENT PLAN, ACADEMY FOR THE LOVE OF LEARNING, INC.

ACADEMY FOR THE LOVE OF LEARNING, INC.EIN 86-0945282Plan #001PY 2017

133 SETON VILLAGE ROAD - SANTA FE, NM 87508505-995-1860aloveoflearning.orgLinkedIn11-50 employeesprogram development

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+14.1% from 2016

Total participants

-3.8% from 2016

Average account balance

$66,922

+18.6% from 2016

Annual return

11.86%

-30.15 pp from 2016

Benchmarks

See 5,618 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,618 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.80M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

288.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$576

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

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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 codes2C2G2L2M

Plan features

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

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

$95K

$6360 / participant

Other / not subdivided$95K100.0%

% of EOY assets

5.702%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,922

$73,515-9.0%

$62,995+6.2%

$147,584-54.7%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

11.86%

175.43%-163.6pp

87.57%-75.7pp

578.55%-566.7pp

Employer contribution / active EE

$5,167

$3,320+55.6%

$2,759+87.3%

$4,876+6.0%

Participant deferral / active EE

$2,760

$4,185-34.0%

$3,329-17.1%

$5,439-49.3%

Admin fee / account holder

$3,816

$5,953-35.9%

$3,600+6.0%

$10,885-64.9%

ACADEMY FOR THE LOVE OF LEARNING, INC., DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACADEMY FOR THE LOVE OF LEARNING, INC., DEFINED CONTRIBUTION 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