Retirement plan

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 401(K) RETIREMENT PLAN

Name: AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER - AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 401(K) RETIREMENT PLAN, AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTEREIN 91-1792774Plan #002PY 2015

1601 RESPONSE ROAD, SUITE 350 - SACRAMENTO, CA 95815916-920-5669alf-mvc.orgLinkedIn1-10 employeescivic & social organization

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$119K

No prior year

Total participants

No prior year

Average account balance

$59,522

No prior year

Annual return

0.39%

No prior year

Benchmarks

See 4,198 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,198 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$414K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18110

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 codes2E2J2G2R3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$4K

$1828 / participant

Other / not subdivided$4K100.0%

% of EOY assets

3.071%

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

$59,522

$64,311-7.4%

$57,356+3.8%

$125,389-52.5%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

83.2%+16.8pp

Annual return

0.39%

25.14%-24.8pp

24.41%-24.0pp

282.24%-281.9pp

Employer contribution / active EE

$5,536

$3,193+73.4%

$2,689+105.9%

$4,866+13.8%

Participant deferral / active EE

$9,329

$3,846+142.6%

$3,162+195.1%

$5,352+74.3%

Admin fee / account holder

$1,828

$5,243-65.1%

$3,357-45.5%

$9,541-80.8%

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 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