Retirement plan

NH COALITION AGAINST DOMESTIC & SEXUAL VIOLENCE 403(B) RETIREMENT PROGRAM

Name: NH COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE - NH COALITION AGAINST DOMESTIC & SEXUAL VIOLENCE 403(B) RETIREMENT PROGRAM (2025) Form 5500
Creator: NH COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NH COALITION AGAINST DOMESTIC & SEXUAL VIOLENCE 403(B) RETIREMENT PROGRAM, NH COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE

NH COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCEEIN 02-0360151Plan #001PY 2025

100 N. STATE ST, STE 300, PO BOX 353 - CONCORD, NH 03301603-224-8893

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+10.4% from 2024

Total participants

+2.5% from 2024

Average account balance

$45,159

+10.4% from 2024

Annual return

9.62%

-4.17 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

181.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2953

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 codes2F2G2L2M2T3D

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.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$112K

$5343 / participant

Other / not subdivided$112K100.0%

% of EOY assets

6.538%

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

$45,159

$70,366-35.8%

$66,674-32.3%

$138,895-67.5%

Participation rate

85.7%

76.2%+9.5pp

73.7%+12.0pp

79.9%+5.8pp

Annual return

9.62%

386.41%-376.8pp

321.24%-311.6pp

145.39%-135.8pp

Employer contribution / active EE

$1,505

$2,765-45.6%

$2,620-42.5%

$4,194-64.1%

Participant deferral / active EE

$4,427

$4,374+1.2%

$4,084+8.4%

$6,396-30.8%

Admin fee / account holder

$2,953

$5,262-43.9%

$5,098-42.1%

$12,562-76.5%

NH COALITION AGAINST DOMESTIC & SEXUAL VIOLENCE 403(B) RETIREMENT PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NH COALITION AGAINST DOMESTIC & SEXUAL VIOLENCE 403(B) RETIREMENT PROGRAM

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