Retirement plan

EMPLOYEE BENEFIT PLAN OF NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V

Name: NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V - EMPLOYEE BENEFIT PLAN OF NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V (2021) Form 5500
Creator: NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V, NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V

NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO VEIN 95-3374623Plan #001PY 2021

6166 VESPER AVE - VAN NUYS, CA 914112851818-997-0414LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesLow assets / participantLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$140K

+13.0% from 2020

Total participants

-58.3% from 2020

Average account balance

$9,358

+28.1% from 2020

Annual return

12.64%

+5.77 pp from 2020

Benchmarks

See 6,471 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,471 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$185K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$426

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 codes2F2G2T3D

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$1166 / participant

Other / not subdivided$6K100.0%

% of EOY assets

4.155%

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

$9,358

$84,708-89.0%

$75,714-87.6%

$167,536-94.4%

Participation rate

100.0%

77.8%+22.2pp

74.8%+25.2pp

82.1%+17.9pp

Annual return

12.64%

199.62%-187.0pp

104.62%-92.0pp

478.82%-466.2pp

Employer contribution / active EE

$3,231-100.0%

$2,744-100.0%

$4,839-100.0%

Participant deferral / active EE

$1,234

$4,577-73.0%

$3,820-67.7%

$6,342-80.5%

Admin fee / account holder

$389

$5,358-92.7%

$3,619-89.3%

$12,315-96.8%

EMPLOYEE BENEFIT PLAN OF NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF THE SAN FERNANDO V

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