Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

Name: COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES - 403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES (2023) Form 5500
Creator: COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES, COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIESEIN 04-2752972Plan #002PY 2023

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

+31.4% from 2022

Total participants

+9.1% from 2022

Average account balance

$239,185

+31.4% from 2022

Annual return

25.12%

+25.12 pp from 2022

Benchmarks

See 41,922 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,922 peers

Snapshot2023

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.42M

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$161K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29116

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 4-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.

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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 codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

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

$89

$7 / participant

Other / not subdivided$89100.0%

% of EOY assets

0.004%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$239,185

$96,635+147.5%

$86,612+176.2%

$139,434+71.5%

Participation rate

83.3%

74.4%+8.9pp

71.7%+11.6pp

80.3%+3.0pp

Annual return

25.12%

106.41%-81.3pp

591.07%-566.0pp

372.94%-347.8pp

Employer contribution / active EE

$7,143

$3,263+118.9%

$3,022+136.3%

$4,751+50.4%

Participant deferral / active EE

$2,326

$4,836-51.9%

$4,438-47.6%

$6,710-65.3%

Admin fee / account holder

$6,408-99.9%

$5,614-99.8%

$11,403-99.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES 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