Retirement plan

WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA 403(B) TAX SHELTERED ANNUITY PLAN

Name: WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA - WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA 403(B) TAX SHELTERED ANNUITY PLAN (2018) Form 5500
Creator: WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA 403(B) TAX SHELTERED ANNUITY PLAN, WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA

WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIAEIN 94-1156356Plan #001PY 2018

312 SUTTER STREET SUITE 200 - SAN FRANCISCO, CA 941084311415-293-4635worldaffairscouncil.orgLinkedIn201-500 employeesinternational affairs

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2M

-8.6% from 2017

Total participants

+9.8% from 2017

Average account balance

$61,624

-16.9% from 2017

Annual return

-5.71%

-20.54 pp from 2017

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2J2L2M2R2T

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.
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$212K

$11757 / participant

Other / not subdivided$212K100.0%

% of EOY assets

10.407%

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

$61,624

$69,518-11.4%

$59,883+2.9%

$135,382-54.5%

Participation rate

33.3%

77.8%-44.5pp

74.7%-41.4pp

82.6%-49.3pp

Annual return

-5.71%

7.95%-13.7pp

3.46%-9.2pp

519.77%-525.5pp

Employer contribution / active EE

$3,673

$3,235+13.5%

$2,722+34.9%

$4,779-23.2%

Participant deferral / active EE

$4,430

$4,204+5.4%

$3,402+30.2%

$5,609-21.0%

Admin fee / account holder

$6,413

$5,734+11.8%

$3,591+78.6%

$10,829-40.8%

WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA 403(B) TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA 403(B) TAX SHELTERED ANNUITY 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