Retirement plan

CWA LOCAL 1180 MONEY PURCHASE PENSION PLAN

Name: CWA LOCAL 1180 - CWA LOCAL 1180 MONEY PURCHASE PENSION PLAN (2016) Form 5500
Creator: CWA LOCAL 1180
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CWA LOCAL 1180 MONEY PURCHASE PENSION PLAN, CWA LOCAL 1180

CWA LOCAL 1180EIN 13-2575256Plan #002PY 2016

6 HARRISON STREET 4TH FLOOR - NEW YORK, NY 100132883212-226-6565cwa1109.orgLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$197K

+19.7% from 2015

Total participants

+16.7% from 2015

Average account balance

$28,079

+2.6% from 2015

Annual return

6.36%

+7.02 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$515K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2825

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 codes2C2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

$962

$241 / participant

Other / not subdivided$962100.0%

% of EOY assets

0.489%

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

$28,079

$93,064-69.8%

$74,577-62.3%

$273,972-89.8%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

6.36%

26.18%-19.8pp

20.47%-14.1pp

41.46%-35.1pp

Employer contribution / active EE

$5,705

$3,160+80.5%

$2,525+125.9%

$4,869+17.2%

Participant deferral / active EE

$4,160-100.0%

$3,458-100.0%

$5,287-100.0%

Admin fee / account holder

$137

$5,273-97.4%

$4,138-96.7%

$10,133-98.6%

CWA LOCAL 1180 MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CWA LOCAL 1180 MONEY PURCHASE PENSION 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