Retirement plan

THE CONNECTICUT WOMEN'S CONSORTIUM, INC. TAX-DEFER TDA) PLAN

Name: THE CONNECTICUT WOMEN'S CONSORTIUM, INC. - THE CONNECTICUT WOMEN'S CONSORTIUM, INC. TAX-DEFER TDA) PLAN (2017) Form 5500
Creator: THE CONNECTICUT WOMEN'S CONSORTIUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CONNECTICUT WOMEN'S CONSORTIUM, INC. TAX-DEFER TDA) PLAN, THE CONNECTICUT WOMEN'S CONSORTIUM, INC.

THE CONNECTICUT WOMEN'S CONSORTIUM, INC.EIN 06-1531384Plan #001PY 2017

2321 WHITNEY AVENUE - HAMDEN, CT 065183535203-909-6888womensconsortium.orgLinkedIn1-10 employeesprofessional training & coaching

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$225K

+18.6% from 2016

Total participants

-11.1% from 2016

Average account balance

$28,120

+33.4% from 2016

Annual return

15.89%

+9.83 pp from 2016

Benchmarks

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeOther

Participants<25

Cohort30 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$297K

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

28.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134575

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 codes3C

Plan features

3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

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

$17K

$3387 / participant

Other / not subdivided$17K100.0%

% of EOY assets

7.528%

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

$28,120

$241,321-88.3%

$233,038-87.9%

$484,799-94.2%

Participation rate

100.0%

83.2%+16.8pp

76.1%+23.9pp

91.1%+8.9pp

Annual return

15.89%

0.12%+15.8pp

2.25%+13.6pp

5.95%+9.9pp

Employer contribution / active EE

$5,818-100.0%

$5,162-100.0%

$27,493-100.0%

Participant deferral / active EE

$4,412

$3,592+22.8%

$3,018+46.2%

$6,572-32.9%

Admin fee / account holder

$2,117

$21,151-90.0%

$20,161-89.5%

$18,209-88.4%

THE CONNECTICUT WOMEN'S CONSORTIUM, INC. TAX-DEFER TDA) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CONNECTICUT WOMEN'S CONSORTIUM, INC. TAX-DEFER TDA) 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