Retirement plan

TAX DEFERRED ANNUITY PLAN OF CONNECTICUT COALITION TO END HOMELESSNESS, INC.

Name: CONNECTICUT COALITION TO END HOMELESSNESS, INC. - TAX DEFERRED ANNUITY PLAN OF CONNECTICUT COALITION TO END HOMELESSNESS, INC. (2016) Form 5500
Creator: CONNECTICUT COALITION TO END HOMELESSNESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF CONNECTICUT COALITION TO END HOMELESSNESS, INC., CONNECTICUT COALITION TO END HOMELESSNESS, INC.

CONNECTICUT COALITION TO END HOMELESSNESS, INC.EIN 06-1126880Plan #001PY 2016

257 LAWRENCE ST - HARTFORD, CT 06106860-721-7876

Prospect flagsHigh feesLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$97K

No prior year

Total participants

No prior year

Average account balance

$10,759

No prior year

Annual return

10.27%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$101

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

+11.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$121

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 codes2L2G

Plan features

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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$320 / participant

Other / not subdivided$4K100.0%

% of EOY assets

4.629%

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

$10,759

$181,896-94.1%

$156,551-93.1%

$273,972-96.1%

Participation rate

35.7%

88.4%-52.7pp

84.0%-48.3pp

83.0%-47.3pp

Annual return

10.27%

30.74%-20.5pp

32.23%-22.0pp

41.46%-31.2pp

Employer contribution / active EE

$6,248-100.0%

$5,501-100.0%

$4,869-100.0%

Participant deferral / active EE

$2,478

$5,550-55.4%

$4,871-49.1%

$5,287-53.1%

Admin fee / account holder

$498

$15,560-96.8%

$13,028-96.2%

$10,133-95.1%

TAX DEFERRED ANNUITY PLAN OF CONNECTICUT COALITION TO END HOMELESSNESS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF CONNECTICUT COALITION TO END HOMELESSNESS, INC.

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