Retirement plan

NATIONAL INDIAN CHILD WELFARE ASSOCIATION 403(B) PLAN

Name: NATIONAL INDIAN CHILD WELFARE ASSOC - NATIONAL INDIAN CHILD WELFARE ASSOCIATION 403(B) PLAN (2020) Form 5500
Creator: NATIONAL INDIAN CHILD WELFARE ASSOC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL INDIAN CHILD WELFARE ASSOCIATION 403(B) PLAN, NATIONAL INDIAN CHILD WELFARE ASSOC

NATIONAL INDIAN CHILD WELFARE ASSOCEIN 93-0951531Plan #001PY 2020

5100 S MACADAM AVENUE, SUITE 300 - PORTLAND, OR 97239503-222-4044nicwa.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$993K

+16.0% from 2019

Total participants

-12.5% from 2019

Average account balance

$38,204

+29.4% from 2019

Annual return

13.85%

-7.54 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

140.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

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

+8.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3739

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 codes2F2G2L3D

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.
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

$43K

$2541 / participant

Other / not subdivided$43K100.0%

% of EOY assets

4.348%

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

$38,204

$209,422-81.8%

$178,503-78.6%

$158,982-76.0%

Participation rate

88.2%

86.4%+1.9pp

81.9%+6.3pp

82.0%+6.3pp

Annual return

13.85%

188.81%-175.0pp

151.12%-137.3pp

302.99%-289.1pp

Employer contribution / active EE

$5,707-100.0%

$5,011-100.0%

$4,763-100.0%

Participant deferral / active EE

$3,326

$5,955-44.1%

$5,202-36.1%

$5,983-44.4%

Admin fee / account holder

$1,661

$17,079-90.3%

$13,987-88.1%

$11,252-85.2%

NATIONAL INDIAN CHILD WELFARE ASSOCIATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL INDIAN CHILD WELFARE ASSOCIATION 403(B) 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