Retirement plan

ASSOCIATED STUDENTS OF CSU, SACRAMENTO RETIREMENT PLAN

Name: ASSOCIATED STUDENTS OF CALIFORNIA STATE - ASSOCIATED STUDENTS OF CSU, SACRAMENTO RETIREMENT PLAN (2017) Form 5500
Creator: ASSOCIATED STUDENTS OF CALIFORNIA STATE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED STUDENTS OF CSU, SACRAMENTO RETIREMENT PLAN, ASSOCIATED STUDENTS OF CALIFORNIA STATE

ASSOCIATED STUDENTS OF CALIFORNIA STATEEIN 94-1347023Plan #001PY 2017

6000 J ST - SACRAMENTO, CA 958192605916-278-6784LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+21.9% from 2016

Total participants

+8.1% from 2016

Average account balance

$65,459

+15.0% from 2016

Annual return

14.45%

+14.92 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.84M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

130

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.

22.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$613K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$255

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

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 codes2F2G2L2M2R2T

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.
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

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

$84K

$1338 / participant

Other / not subdivided$84K100.0%

% of EOY assets

1.814%

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

$65,459

$53,128+23.2%

$86,582-24.4%

$70,126-6.7%

Participation rate

85.7%

65.3%+20.4pp

73.5%+12.2pp

69.5%+16.2pp

Annual return

14.45%

27.66%-13.2pp

965.08%-950.6pp

73.15%-58.7pp

Employer contribution / active EE

$3,327

$2,068+60.9%

$2,839+17.2%

$2,343+42.0%

Participant deferral / active EE

$2,458

$2,695-8.8%

$3,609-31.9%

$3,332-26.2%

Admin fee / account holder

$1,187

$3,584-66.9%

$4,904-75.8%

$4,645-74.4%

ASSOCIATED STUDENTS OF CSU, SACRAMENTO RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED STUDENTS OF CSU, SACRAMENTO 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