Retirement plan

IKEDA CENTER FOR PEACE , LEARNING, AND DIALOGUE, INC. 403(B) PLAN

Name: IKEDA CENTER FOR PEACE, LEARNING, AND DIALOGUE, INC. - IKEDA CENTER FOR PEACE , LEARNING, AND DIALOGUE, INC. 403(B) PLAN (2018) Form 5500
Creator: IKEDA CENTER FOR PEACE, LEARNING, AND DIALOGUE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IKEDA CENTER FOR PEACE , LEARNING, AND DIALOGUE, INC. 403(B) PLAN, IKEDA CENTER FOR PEACE, LEARNING, AND DIALOGUE, INC.

IKEDA CENTER FOR PEACE, LEARNING, AND DIALOGUE, INC.EIN 04-3366125Plan #001PY 2018

396 HARVARD ST - CAMBRIDGE, MA 021383924617-491-1090ikedacenter.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-4.1% from 2017

Total participants

+333.3% from 2017

Average account balance

$53,613

-4.1% from 2017

Annual return

-2.64%

-17.46 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.42M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$184

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 codes2L

Plan features

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

$107K

$15267 / participant

Other / not subdivided$107K100.0%

% of EOY assets

7.667%

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

$53,613

$90,617-40.8%

$79,476-32.5%

$135,382-60.4%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-2.64%

977.57%-980.2pp

718.21%-720.9pp

519.77%-522.4pp

Employer contribution / active EE

$3,135

$3,068+2.2%

$2,800+12.0%

$4,779-34.4%

Participant deferral / active EE

$9,150

$4,050+125.9%

$3,704+147.0%

$5,609+63.1%

Admin fee / account holder

$4,110

$5,907-30.4%

$5,113-19.6%

$10,829-62.0%

IKEDA CENTER FOR PEACE , LEARNING, AND DIALOGUE, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IKEDA CENTER FOR PEACE , LEARNING, AND DIALOGUE, INC. 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