Retirement plan

CONNECTICUT COMMUNITY INVESTMENT CORP. 401K PLAN

Name: CONNECTICUT COMMUNITY INVESTMENT CO - CONNECTICUT COMMUNITY INVESTMENT CORP. 401K PLAN (2015) Form 5500
Creator: CONNECTICUT COMMUNITY INVESTMENT CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONNECTICUT COMMUNITY INVESTMENT CORP. 401K PLAN, CONNECTICUT COMMUNITY INVESTMENT CO

CONNECTICUT COMMUNITY INVESTMENT COEIN 06-0968039Plan #001PY 2015

2315 WHITNEY AVE 2B - HAMDEN, CT 06518203-776-6172

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$922K

No prior year

Total participants

No prior year

Average account balance

$92,212

No prior year

Annual return

7.82%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.58M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2926

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$92,212

$84,684+8.9%

$73,835+24.9%

$125,388-26.5%

Participation rate

83.3%

76.8%+6.6pp

73.4%+9.9pp

83.2%+0.1pp

Annual return

7.82%

3123.93%-3116.1pp

2268.13%-2260.3pp

282.24%-274.4pp

Employer contribution / active EE

$2,385

$3,123-23.7%

$2,788-14.5%

$4,866-51.0%

Participant deferral / active EE

$6,120

$3,993+53.3%

$3,583+70.8%

$5,352+14.4%

Admin fee / account holder

$5,691-100.0%

$4,880-100.0%

$9,541-100.0%

CONNECTICUT COMMUNITY INVESTMENT CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONNECTICUT COMMUNITY INVESTMENT CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion