Retirement plan

SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.

Name: U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. - SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. (2018) Form 5500
Creator: U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC., U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.

U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.EIN 13-1878704Plan #003PY 2018

2231 CRYSTAL DRIVE SUITE 350 - ARLINGTON, VA 22202703-310-1130

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

-6.8% from 2017

Total participants

381

+11.1% from 2017

Average account balance

$21,017

-15.0% from 2017

Annual return

-4.87%

-17.81 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.71M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

1,173

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP4+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$3,797

Plan features & details

Pension benefit codes2E2F2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$16 / participant

Contract admin$3K100.0%

% of EOY assets

0.036%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,017

$44,873-53.2%

$79,467-73.6%

$56,289-62.7%

Participation rate

96.7%

68.7%+28.0pp

73.3%+23.4pp

69.9%+26.9pp

Annual return

-4.87%

0.81%-5.7pp

718.30%-723.2pp

-9.96%+5.1pp

Employer contribution / active EE

$2,097

$2,140-2.0%

$2,800-25.1%

$2,111-0.7%

Participant deferral / active EE

$2,953

$2,746+7.5%

$3,704-20.3%

$3,350-11.9%

Admin fee / account holder

$418-98.2%

$5,104-99.9%

$521-98.6%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP4+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Recordke...

$3,797

SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, 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