Retirement plan

CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN

Name: CT COMMUNITY NONPROFIT ALLIANCE, INC. - CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN (2017) Form 5500
Creator: CT COMMUNITY NONPROFIT ALLIANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN, CT COMMUNITY NONPROFIT ALLIANCE, INC.

CT COMMUNITY NONPROFIT ALLIANCE, INC.EIN 06-0998831Plan #002PY 2017

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)

$1.3M

-35.4% from 2016

Total participants

-3.1% from 2016

Average account balance

$48,138

-33.0% from 2016

Annual return

9.19%

+2.60 pp from 2016

Benchmarks

See 11,958 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,958 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4432

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

$999K

$58747 / participant

Other / not subdivided$999K100.0%

% of EOY assets

74.095%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,138

$101,069-52.4%

$81,478-40.9%

$147,584-67.4%

Participation rate

82.4%

74.5%+7.9pp

68.0%+14.4pp

82.8%-0.5pp

Annual return

9.19%

32.40%-23.2pp

38.78%-29.6pp

578.55%-569.4pp

Employer contribution / active EE

$1,423

$3,205-55.6%

$2,568-44.6%

$4,876-70.8%

Participant deferral / active EE

$2,695

$4,242-36.5%

$3,537-23.8%

$5,439-50.4%

Admin fee / account holder

$35,668

$5,812+513.7%

$4,561+682.0%

$10,885+227.7%

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