Retirement plan

NATIONAL IMMIGRATION LAW CENTER TDA RETIREMENT PLAN

Name: NATIONAL IMMIGRATION LAW CENTER - NATIONAL IMMIGRATION LAW CENTER TDA RETIREMENT PLAN (2016) Form 5500
Creator: NATIONAL IMMIGRATION LAW CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL IMMIGRATION LAW CENTER TDA RETIREMENT PLAN, NATIONAL IMMIGRATION LAW CENTER

NATIONAL IMMIGRATION LAW CENTEREIN 95-4539765Plan #001PY 2016

3435 WILSHIRE BLVD STE 1600 - LOS ANGELES, CA 90010213-674-2825nationalimmigrationproject.orgLinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+24.3% from 2015

Total participants

+4.1% from 2015

Average account balance

$36,914

+24.3% from 2015

Annual return

10.12%

+11.83 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.46M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

160.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$890K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7167

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 codes2F2G2L2T3B

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$74K

$1856 / participant

Other / not subdivided$74K100.0%

% of EOY assets

4.789%

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

$36,914

$48,078-23.2%

$78,676-53.1%

$62,881-41.3%

Participation rate

77.5%

65.2%+12.3pp

73.6%+3.9pp

69.3%+8.2pp

Annual return

10.12%

31.36%-21.2pp

62.19%-52.1pp

20.14%-10.0pp

Employer contribution / active EE

$1,358

$2,015-32.6%

$2,850-52.4%

$2,281-40.5%

Participant deferral / active EE

$4,914

$2,587+89.9%

$3,517+39.7%

$3,203+53.4%

Admin fee / account holder

$1,768

$3,206-44.9%

$4,510-60.8%

$4,296-58.8%

NATIONAL IMMIGRATION LAW CENTER TDA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL IMMIGRATION LAW CENTER TDA 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