Retirement plan

CENTER FOR PUBLIC REPRESENTATION'S NOT FOR PROFIT PENSION PLAN

Name: CENTER FOR PUBLIC REPRESENTATION, INC. - CENTER FOR PUBLIC REPRESENTATION'S NOT FOR PROFIT PENSION PLAN (2023) Form 5500
Creator: CENTER FOR PUBLIC REPRESENTATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR PUBLIC REPRESENTATION'S NOT FOR PROFIT PENSION PLAN, CENTER FOR PUBLIC REPRESENTATION, INC.

CENTER FOR PUBLIC REPRESENTATION, INC.EIN 04-2760470Plan #002PY 2023

5 FERRY STREET, #314 - EASTHAMPTON, MA 010271203413-586-6024centerforpublicrep.orgLinkedIn11-50 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+7.2% from 2022

Total participants

-8.0% from 2022

Average account balance

$109,141

+16.5% from 2022

Annual return

11.06%

+21.39 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.88M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

236.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+8.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1119

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 codes2G2L

Plan features

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

$166K

$20794 / participant

Other / not subdivided$166K100.0%

% of EOY assets

6.627%

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

$109,141

$96,678+12.9%

$86,640+26.0%

$139,466-21.7%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

11.06%

106.69%-95.6pp

592.52%-581.5pp

373.66%-362.6pp

Employer contribution / active EE

$9,375

$3,265+187.1%

$3,024+210.0%

$4,754+97.2%

Participant deferral / active EE

$4,837-100.0%

$4,438-100.0%

$6,712-100.0%

Admin fee / account holder

$7,233

$6,410+12.8%

$5,616+28.8%

$11,409-36.6%

CENTER FOR PUBLIC REPRESENTATION'S NOT FOR PROFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR PUBLIC REPRESENTATION'S NOT FOR PROFIT PENSION 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