Retirement plan

CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE 403(B) PLAN

Name: CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE - CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE 403(B) PLAN (2018) Form 5500
Creator: CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE 403(B) PLAN, CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE

CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCEEIN 06-0985675Plan #001PY 2018

912 SILAS DEAN HIGHWAY, LOWER LEVEL - WETHERSFIELD, CT 06109860-282-7899ctcadv.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$555K

+8.2% from 2017

Total participants

-6.3% from 2017

Average account balance

$36,972

+15.4% from 2017

Annual return

-8.12%

-21.98 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

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

+25.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9880

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 codes2F2G2L2M

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$227 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.368%

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

$36,972

$180,459-79.5%

$154,108-76.0%

$135,380-72.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.12%

888.21%-896.3pp

735.21%-743.3pp

519.81%-527.9pp

Employer contribution / active EE

$3,482

$6,035-42.3%

$5,298-34.3%

$4,779-27.1%

Participant deferral / active EE

$6,025

$5,806+3.8%

$5,081+18.6%

$5,609+7.4%

Admin fee / account holder

$136

$16,145-99.2%

$13,411-99.0%

$10,828-98.7%

CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE 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