Retirement plan

EMPLOYEE BENEFIT PLAN OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

Name: COUNCIL OF LARGE PUBLIC HOUSING AUT HORITIES - EMPLOYEE BENEFIT PLAN OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES (2017) Form 5500
Creator: COUNCIL OF LARGE PUBLIC HOUSING AUT HORITIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES, COUNCIL OF LARGE PUBLIC HOUSING AUT HORITIES

COUNCIL OF LARGE PUBLIC HOUSING AUT HORITIESEIN 04-2752972Plan #001PY 2017

455 MASSACHUSETTS AVE NW - WASHINGTON, DC 200012621202-638-1300clpha.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+11.8% from 2016

Total participants

0.0% from 2016

Average account balance

$96,177

+11.8% from 2016

Annual return

17.15%

+9.11 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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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

-16.46%

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F3D2C2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

OpportunityLow participant contribution
Participant 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.)

Expense breakdown

Schedule H Part II

Admin total

$140K

$19971 / participant

Other / not subdivided$140K100.0%

% of EOY assets

8.550%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,177

$99,020-2.9%

$86,590+11.1%

$147,584-34.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

17.15%

1312.34%-1295.2pp

964.84%-947.7pp

578.55%-561.4pp

Employer contribution / active EE

$8,701

$3,132+177.8%

$2,839+206.4%

$4,876+78.4%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$8,223

$5,710+44.0%

$4,906+67.6%

$10,885-24.5%

EMPLOYEE BENEFIT PLAN OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

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