Retirement plan

403 B THRIFT PLAN OF THE ARC LOS ANGELES AND ORANGE COUNTIES

Name: THE ARC LOS ANGELES AND ORANGE COUN TIES - 403 B THRIFT PLAN OF THE ARC LOS ANGELES AND ORANGE COUNTIES (2017) Form 5500
Creator: THE ARC LOS ANGELES AND ORANGE COUN TIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF THE ARC LOS ANGELES AND ORANGE COUNTIES, THE ARC LOS ANGELES AND ORANGE COUN TIES

THE ARC LOS ANGELES AND ORANGE COUN TIESEIN 95-2287675Plan #002PY 2017

12049 WOODRUFF AVE - DOWNEY, CA 902415603562-803-4606thearclaoc.orgLinkedIn11-50 employeesgovernment administration

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+18.3% from 2016

Total participants

-2.7% from 2016

Average account balance

$23,812

-21.2% from 2016

Annual return

0.00%

-0.30 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$916K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

59.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5260

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 codes2F2S2T

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$284K

$4575 / participant

Other / not subdivided$284K100.0%

% of EOY assets

22.060%

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

$23,812

$84,236-71.7%

$170,435-86.0%

$70,126-66.0%

Participation rate

72.6%

70.8%+1.7pp

83.6%-11.0pp

69.5%+3.0pp

Annual return

0.00%

23.06%-23.1pp

205.94%-205.9pp

73.15%-73.1pp

Employer contribution / active EE

$728

$3,387-78.5%

$5,432-86.6%

$2,343-68.9%

Participant deferral / active EE

$1,773

$3,086-42.5%

$4,939-64.1%

$3,332-46.8%

Admin fee / account holder

$5,253

$5,698-7.8%

$13,881-62.2%

$4,645+13.1%

403 B THRIFT PLAN OF THE ARC LOS ANGELES AND ORANGE COUNTIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF THE ARC LOS ANGELES AND ORANGE COUNTIES

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