Retirement plan

CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN

Name: CT COMMUNITY NONPROFIT ALLIANCE, IN - CONNECTICUT COMMUNITY PROVIDERS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN (2019) Form 5500
Creator: CT COMMUNITY NONPROFIT ALLIANCE, IN
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, IN

CT COMMUNITY NONPROFIT ALLIANCE, INEIN 06-0998831Plan #002PY 2019

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)

$1.7M

+25.4% from 2018

Total participants

+3.2% from 2018

Average account balance

$58,319

+21.1% from 2018

Annual return

21.13%

+27.03 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

$12K

$786 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.698%

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

$58,319

$104,937-44.4%

$84,628-31.1%

$152,897-61.9%

Participation rate

80.0%

74.8%+5.2pp

68.2%+11.8pp

82.5%-2.5pp

Annual return

21.13%

373.88%-352.8pp

258.80%-237.7pp

345.43%-324.3pp

Employer contribution / active EE

$1,696

$3,303-48.7%

$2,653-36.1%

$4,764-64.4%

Participant deferral / active EE

$2,971

$4,690-36.7%

$3,900-23.8%

$5,851-49.2%

Admin fee / account holder

$407

$6,243-93.5%

$4,914-91.7%

$11,599-96.5%

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