Retirement plan

NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE 403(B) PLAN

Name: NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE - NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE 403(B) PLAN (2016) Form 5500
Creator: NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE 403(B) PLAN, NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE

NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHOREEIN 04-2732439Plan #001PY 2016

422 WASHINGTON ST - QUINCY, MA 02169617-770-2227

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+24.0% from 2015

Total participants

+19.0% from 2015

Average account balance

$56,660

+11.6% from 2015

Annual return

16.83%

+6.89 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.77%

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

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 codes2F2G2L

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.

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

$33K

$1928 / participant

Other / not subdivided$33K100.0%

% of EOY assets

2.893%

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

$56,660

$215,361-73.7%

$171,082-66.9%

$273,972-79.3%

Participation rate

70.6%

82.0%-11.4pp

76.7%-6.1pp

83.0%-12.4pp

Annual return

16.83%

25.14%-8.3pp

32.56%-15.7pp

41.46%-24.6pp

Employer contribution / active EE

$893

$4,967-82.0%

$4,002-77.7%

$4,869-81.7%

Participant deferral / active EE

$4,874

$5,543-12.1%

$4,797+1.6%

$5,287-7.8%

Admin fee / account holder

$1,639

$10,846-84.9%

$8,520-80.8%

$10,133-83.8%

NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE 403(B) 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