Retirement plan

THE CENTURY FOUNDATION, INC. TDA RETIREMENT PLAN

Name: THE CENTURY FOUNDATION, INC. - THE CENTURY FOUNDATION, INC. TDA RETIREMENT PLAN (2018) Form 5500
Creator: THE CENTURY FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CENTURY FOUNDATION, INC. TDA RETIREMENT PLAN, THE CENTURY FOUNDATION, INC.

THE CENTURY FOUNDATION, INC.EIN 13-1624235Plan #002PY 2018

ONE WHITEHALL STREET, 15TH FLOOR - NEW YORK, NY 10004212-452-7708LinkedIn51-200 employeesthink tanks

Other plans on this EIN

1 filing

#001Retirement-$4.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+17.0% from 2017

Total participants

+14.0% from 2017

Average account balance

$72,510

+4.8% from 2017

Annual return

9.53%

-2.90 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.74M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

111

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.

231.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$586K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1681

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 codes2F2G2L2T

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.
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.

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

$39K

$1509 / participant

Other / not subdivided$39K100.0%

% of EOY assets

1.127%

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

$72,510

$49,177+47.4%

$79,467-8.8%

$64,173+13.0%

Participation rate

96.2%

65.0%+31.1pp

73.3%+22.8pp

69.6%+26.6pp

Annual return

9.53%

-1.16%+10.7pp

718.30%-708.8pp

7.63%+1.9pp

Employer contribution / active EE

$2,076-100.0%

$2,800-100.0%

$2,381-100.0%

Participant deferral / active EE

$10,050

$2,821+256.2%

$3,704+171.3%

$3,470+189.7%

Admin fee / account holder

$817

$3,839-78.7%

$5,104-84.0%

$4,887-83.3%

THE CENTURY FOUNDATION, INC. TDA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CENTURY FOUNDATION, INC. TDA RETIREMENT 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