Retirement plan

AARP EMPLOYEES 401K PLAN

Name: AARP - AARP EMPLOYEES 401K PLAN (2017) Form 5500
Creator: AARP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AARP EMPLOYEES 401K PLAN, AARP

AARPEIN 95-1985500Plan #002PY 2017

C/O TAX DEPARTMENT, 601 E STREET, NW - WASHINGTON, DC 20049202-434-7578aarp.orgLinkedIn1001-5000 employeesnon-profit organization management

Other plans on this EIN

2 filings

#001Retirement-$962.7M assets #003Retirement-$929K assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 3, 2013

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$531.2M

+21.9% from 2016

Total participants

3,423

+3.0% from 2016

Average account balance

$158,863

+18.4% from 2016

Annual return

20.21%

+12.92 pp from 2016

Benchmarks

See 217 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort217 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$998.53M

Not enough data

1 years with asset history on file

Average account balance

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

$269K

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.

3,706

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83

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

Top 4 by compensation

Provider	Service type	Compensation
MERCER3+ years Filed as: WILLIAM MERCER Service code 16 · EIN 13-2834414	Consulting	$79,311
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558	Accounting	$46,240
WILLIS TOWERS WATSON US LLC1 year Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET STREET · PHILADELPHIA, PA 19102	Consulting	$34,193
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 37 · EIN 51-1481931	Loan Processing	$23,197

Plan features & details

Pension benefit codes2E2F2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$183K

$81 / participant

Investment mgmt$79K43.4%
Other / not subdivided$104K56.6%

% of EOY assets

0.034%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,863

$41,256+285.1%

$86,582+83.5%

$77,958+103.8%

Participation rate

96.5%

63.0%+33.5pp

73.5%+22.9pp

71.6%+24.8pp

Annual return

20.21%

17.67%+2.5pp

965.08%-944.9pp

20.87%-0.7pp

Employer contribution / active EE

$5,173

$1,613+220.8%

$2,839+82.2%

$2,310+123.9%

Participant deferral / active EE

$10,875

$2,332+366.3%

$3,609+201.4%

$3,537+207.5%

Admin fee / account holder

$55

$71-22.7%

$4,904-98.9%

$97-43.8%

Provider

Service type

Compensation

MERCER3+ years

Filed as: WILLIAM MERCER

Service code 16 · EIN 13-2834414

Consulting

$79,311

GRANT THORNTON LLP3+ years

Filed as: GRANT THORNTON

Service code 10 · EIN 36-6055558

Accounting

$46,240

WILLIS TOWERS WATSON US LLC1 year

Filed as: WILLIS TOWERS WATSON

Service code 16

1500 MARKET STREET · PHILADELPHIA, PA 19102

Consulting

$34,193

T ROWE PRICE RPS INC3+ years

Filed as: T ROWE PRICE

Service code 37 · EIN 51-1481931

Loan Processing

$23,197

AARP EMPLOYEES 401K PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AARP EMPLOYEES 401K PLAN

Top hat statement on fileNQDC

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