Retirement plan

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF WEST CENTRAL CONNECTICUT, INC.

Name: UNITED WAY OF WEST CENTRAL CONNECTI CUT, INC. - TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF WEST CENTRAL CONNECTICUT, INC. (2015) Form 5500
Creator: UNITED WAY OF WEST CENTRAL CONNECTI CUT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF WEST CENTRAL CONNECTICUT, INC., UNITED WAY OF WEST CENTRAL CONNECTI CUT, INC.

UNITED WAY OF WEST CENTRAL CONNECTI CUT, INC.EIN 06-0653262Plan #001PY 2015

200 MAIN ST - BRISTOL, CT 06010860-582-9559uwwestcentralct.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$94K

No prior year

Total participants

No prior year

Average account balance

$23,416

No prior year

Annual return

-0.93%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$80K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6317

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$46

$12 / participant

Other / not subdivided$46100.0%

% of EOY assets

0.049%

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

$23,416

$84,697-72.4%

$73,845-68.3%

$125,393-81.3%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.93%

3123.66%-3124.6pp

2267.91%-2268.8pp

282.23%-283.2pp

Employer contribution / active EE

$3,123-100.0%

$2,788-100.0%

$4,866-100.0%

Participant deferral / active EE

$2,950

$3,993-26.1%

$3,583-17.7%

$5,351-44.9%

Admin fee / account holder

$12

$5,692-99.8%

$4,881-99.8%

$9,541-99.9%

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF WEST CENTRAL CONNECTICUT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF WEST CENTRAL CONNECTICUT, INC.

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