Retirement plan

CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS 403(B) DC PLAN

Name: CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS - CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS 403(B) DC PLAN (2024) Form 5500
Creator: CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS 403(B) DC PLAN, CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS

CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRSEIN 13-1573954Plan #001PY 2024

170 EAST 64TH STREET - NEW YORK, NY 10065212-838-4120carnegiecouncil.orgLinkedIn11-50 employeesinternational affairs

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.4M

-5.6% from 2023

Total participants

-11.0% from 2023

Average account balance

$182,951

+3.4% from 2023

Annual return

15.57%

-6.39 pp from 2023

Benchmarks

See 8,041 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,041 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.36M

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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.

486.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46161

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 codes2G2L2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$3.4M

$224651 / participant

Other / not subdivided$3M100.0%

% of EOY assets

25.231%

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

$182,951

$72,465+152.5%

$67,575+170.7%

$145,884+25.4%

Participation rate

100.0%

76.9%+23.1pp

72.9%+27.1pp

80.3%+19.7pp

Annual return

15.57%

7222.56%-7207.0pp

3528.98%-3513.4pp

551.85%-536.3pp

Employer contribution / active EE

$10,275

$3,074+234.3%

$2,736+275.6%

$4,662+120.4%

Participant deferral / active EE

$10,336

$4,786+116.0%

$4,003+158.2%

$6,690+54.5%

Admin fee / account holder

$46,161

$5,515+737.0%

$3,993+1056.1%

$13,392+244.7%

CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS 403(B) DC 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