Retirement plan

CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN

Name: CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. - CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN (2015) Form 5500
Creator: CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN, CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC.

CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC.EIN 06-0998831Plan #002PY 2015

35 COLD SPRINGS ROAD, SUITE 522 - ROCKY HILL, CT 060676165860-257-7909ctnonprofitalliance.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$79,763

No prior year

Annual return

0.19%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

148.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+53.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$652

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 codes2F2G2L

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.

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

$11K

$1140 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.596%

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

$79,763

$84,518-5.6%

$67,704+17.8%

$125,389-36.4%

Participation rate

80.0%

74.8%+5.2pp

67.5%+12.5pp

83.2%-3.2pp

Annual return

0.19%

2.57%-2.4pp

25.41%-25.2pp

282.24%-282.0pp

Employer contribution / active EE

$968

$3,292-70.6%

$2,559-62.2%

$4,866-80.1%

Participant deferral / active EE

$3,526

$4,430-20.4%

$3,585-1.6%

$5,352-34.1%

Admin fee / account holder

$475

$5,340-91.1%

$4,255-88.8%

$9,541-95.0%

CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY 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