Retirement plan

ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRESNO 403(B) PLAN

Name: ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRE - ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRESNO 403(B) PLAN (2018) Form 5500
Creator: ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRESNO 403(B) PLAN, ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRE

ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FREEIN 94-2371885Plan #002PY 2018

2771 E. SHAW AVE. - FRESNO, CA 93710559-278-0860LinkedIn1-10 employeese-learning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$91K

+19.7% from 2017

Total participants

-25.0% from 2017

Average account balance

$30,174

+59.6% from 2017

Annual return

10.42%

-6.89 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

13.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$705

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

+16.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$10K

$4901 / participant

Other / not subdivided$10K100.0%

% of EOY assets

10.827%

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

$30,174

$69,541-56.6%

$59,899-49.6%

$135,380-77.7%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

10.42%

7.95%+2.5pp

3.46%+7.0pp

519.81%-509.4pp

Employer contribution / active EE

$4,205

$3,236+29.9%

$2,723+54.4%

$4,779-12.0%

Participant deferral / active EE

$4,205

$4,2060%

$3,402+23.6%

$5,609-25.0%

Admin fee / account holder

$3,267

$5,737-43.1%

$3,592-9.1%

$10,828-69.8%

ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRESNO 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED STUDENTS, INC. OF CALIFORNIA STATE UNIVERSITY FRESNO 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