Retirement plan

EMPLOYEE BENEFIT PLAN OF LIFELONG AIDS ALLIANCE

Name: LIFELONG AIDS ALLIANCE - EMPLOYEE BENEFIT PLAN OF LIFELONG AIDS ALLIANCE (2016) Form 5500
Creator: LIFELONG AIDS ALLIANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF LIFELONG AIDS ALLIANCE, LIFELONG AIDS ALLIANCE

LIFELONG AIDS ALLIANCEEIN 91-1215715Plan #001PY 2016

PO BOX 80457 - SEATTLE, WA 98122206-329-6923

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+14.8% from 2015

Total participants

152

+3.4% from 2015

Average account balance

$10,130

+12.5% from 2015

Annual return

10.52%

+1.34 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.29M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

170

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.

50.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$549K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$108

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,542

Plan features & details

Pension benefit codes2E2G2J2K2F2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

2 tripped

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

$3K

$43 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.229%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: JACOBSON JARVIS & CO, PLLC
Auditor EIN: 911215715
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,130

$77,638-87.0%

$156,551-93.5%

$62,881-83.9%

Participation rate

96.3%

71.2%+25.1pp

84.0%+12.2pp

69.3%+26.9pp

Annual return

10.52%

50.33%-39.8pp

32.23%-21.7pp

20.14%-9.6pp

Employer contribution / active EE

$735

$3,444-78.7%

$5,501-86.6%

$2,281-67.8%

Participant deferral / active EE

$2,724

$3,046-10.5%

$4,871-44.1%

$3,203-14.9%

Admin fee / account holder

$23

$5,561-99.6%

$13,028-99.8%

$4,296-99.5%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,542

EMPLOYEE BENEFIT PLAN OF LIFELONG AIDS ALLIANCE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF LIFELONG AIDS ALLIANCE

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