Retirement plan

EMPLOYEE BENEFIT PLAN OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.

Name: US COMMITTEE FOR REFUGEES AND IMMIGRANTS - EMPLOYEE BENEFIT PLAN OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. (2022) Form 5500
Creator: US COMMITTEE FOR REFUGEES AND IMMIGRANTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC., US COMMITTEE FOR REFUGEES AND IMMIGRANTS

US COMMITTEE FOR REFUGEES AND IMMIGRANTSEIN 13-1878704Plan #003PY 2022

2231 CRYSTAL DRIVE, SUITE 350 - ARLINGTON, VA 222023794703-310-1130

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.6M

-3.8% from 2021

Total participants

826

+27.7% from 2021

Average account balance

$20,794

-25.2% from 2021

Annual return

-13.13%

-32.28 pp from 2021

Benchmarks

See 934 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort934 peers

Snapshot2022

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 CORP2 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$8,468

Plan features & details

Pension benefit codes2F2G2S2T

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$9 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MARCUM LLP
Auditor EIN: 111986323
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,794

$47,766-56.5%

$82,744-74.9%

$64,819-67.9%

Participation rate

85.2%

67.7%+17.5pp

72.6%+12.7pp

71.5%+13.7pp

Annual return

-13.13%

-13.06%-0.1pp

702.22%-715.3pp

32.84%-46.0pp

Employer contribution / active EE

$2,814

$2,182+29.0%

$3,008-6.4%

$2,507+12.3%

Participant deferral / active EE

$1,846

$3,332-44.6%

$4,395-58.0%

$4,311-57.2%

Admin fee / account holder

$143-95.9%

$5,325-99.9%

$188-96.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Recordke...

$8,468

EMPLOYEE BENEFIT PLAN OF U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN 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