Retirement plan

COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN

Name: COE-BROWN NORTHWOOD ACADEMY - COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN (2016) Form 5500
Creator: COE-BROWN NORTHWOOD ACADEMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN, COE-BROWN NORTHWOOD ACADEMY

COE-BROWN NORTHWOOD ACADEMYEIN 02-0241746Plan #002PY 2016

907 FIRST NEW HAMPSHIRE TURNPIKE - NORTHWOOD, NH 03261603-942-5531coebrown.orgLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$10.5M

No prior year

Total participants

144

No prior year

Average account balance

$88,517

No prior year

Annual return

1.06%

No prior year

Benchmarks

See 1,388 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,388 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.87M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

174

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.

81.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2F2G2K2L2M2T

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$240

$2 / participant

Contract admin$240100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MCSOLEY MCCOY & CO.
Auditor EIN: 030327374
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,517

$52,467+68.7%

$57,196+54.8%

$55,167+60.5%

Participation rate

78.6%

75.8%+2.8pp

75.3%+3.3pp

69.0%+9.6pp

Annual return

1.06%

7.72%-6.7pp

14.59%-13.5pp

169.23%-168.2pp

Employer contribution / active EE

$2,971

$2,477+19.9%

$2,683+10.7%

$1,963+51.4%

Participant deferral / active EE

$4,655

$2,830+64.5%

$3,096+50.3%

$3,054+52.4%

Admin fee / account holder

$269-99.3%

$3,141-99.9%

$504-99.6%

COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY 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