Retirement plan

403(B) THRIFT PLAN OF THE COALITION FOR BEHAVIORAL HEALTH, INC.

Name: THE COALITION FOR BEHAVIORAL HEALTH, INC. - 403(B) THRIFT PLAN OF THE COALITION FOR BEHAVIORAL HEALTH, INC. (2018) Form 5500
Creator: THE COALITION FOR BEHAVIORAL HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE COALITION FOR BEHAVIORAL HEALTH, INC., THE COALITION FOR BEHAVIORAL HEALTH, INC.

THE COALITION FOR BEHAVIORAL HEALTH, INC.EIN 13-2729071Plan #004PY 2018

123 WILLIAM ST RM 1901 - NEW YORK, NY 100383843212-742-1600coalitionny.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement-$92K assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$150K

-82.7% from 2017

Total participants

-58.3% from 2017

Average account balance

$15,003

-63.7% from 2017

Annual return

12.70%

-6.72 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$186K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2521

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 codes2F2T3D

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).
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$158K

$19703 / participant

Other / not subdivided$158K100.0%

% of EOY assets

105.064%

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

$15,003

$90,607-83.4%

$79,467-81.1%

$135,380-88.9%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

12.70%

977.74%-965.0pp

718.30%-705.6pp

519.81%-507.1pp

Employer contribution / active EE

$3,068-100.0%

$2,800-100.0%

$4,779-100.0%

Participant deferral / active EE

$10,287

$4,050+154.0%

$3,704+177.7%

$5,609+83.4%

Admin fee / account holder

$15,762

$5,895+167.4%

$5,104+208.8%

$10,828+45.6%

403(B) THRIFT PLAN OF THE COALITION FOR BEHAVIORAL HEALTH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE COALITION FOR BEHAVIORAL HEALTH, 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