Retirement plan

COMMUNITY HOUSING INNOVATIONS, INC. 401(K) PROFIT-SHARING PLAN AND TRUST

Name: COMMUNITY HOUSING INNOVATIONS, INC. - COMMUNITY HOUSING INNOVATIONS, INC. 401(K) PROFIT-SHARING PLAN AND TRUST (2016) Form 5500
Creator: COMMUNITY HOUSING INNOVATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HOUSING INNOVATIONS, INC. 401(K) PROFIT-SHARING PLAN AND TRUST, COMMUNITY HOUSING INNOVATIONS, INC.

COMMUNITY HOUSING INNOVATIONS, INC.EIN 13-3627750Plan #001PY 2016

75 SOUTH BROADWAY, SUITE 340 - WHITE PLAINS, NY 10601914-683-1010communityhousing.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed November 6, 2023

Plan administrator

Plan administrator name— Sign in and upgrade to view

75 S. Broadway, Suite 340

White Plains, NY 10601

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Plans declared (2)

457(b)5 emp
457(f)5 emp

Total covered: 10 employees

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Total assets (EOY)

$3.2M

No prior year

Total participants

214

No prior year

Average account balance

$17,241

No prior year

Annual return

4.04%

No prior year

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.64M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

578

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
MMA SECURITIES LLC2+ years Filed as: ASSURED SKCG, INC Service code 22 · EIN 13-3866919	Insurance Broker	$0
CETERA ADVISOR NETWORKS LLC2+ years Service code 28 200 N SEPULVEDA BLVD. · EL SEGUNDO, CA 90245	Investment Management	$0
CLARKE LANZEN SKALLA INVESTMENT FIR2+ years Filed as: CLARKE LANZEN SKALLA INVESTMENTS Service code 22 · EIN 13-4109249	Insurance Broker	$0
NATIONWIDE2+ years Service code 19 · EIN 31-1592130	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2G2J2K2A3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing 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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$35K

$230 / participant

Contract admin$35K100.0%

% of EOY assets

1.078%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PKF O'CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,241

$43,423-60.3%

$78,689-78.1%

$55,167-68.7%

Participation rate

82.9%

68.0%+14.9pp

73.6%+9.3pp

69.0%+13.9pp

Annual return

4.04%

11.53%-7.5pp

62.18%-58.1pp

169.23%-165.2pp

Employer contribution / active EE

$1,024

$1,997-48.7%

$2,851-64.1%

$1,963-47.8%

Participant deferral / active EE

$1,141

$2,509-54.5%

$3,517-67.6%

$3,054-62.6%

Admin fee / account holder

$186

$416-55.3%

$4,510-95.9%

$504-63.1%

Provider

Service type

Compensation

MMA SECURITIES LLC2+ years

Filed as: ASSURED SKCG, INC

Service code 22 · EIN 13-3866919

Insurance Broker

CETERA ADVISOR NETWORKS LLC2+ years

Service code 28

200 N SEPULVEDA BLVD. · EL SEGUNDO, CA 90245

Investment Management

CLARKE LANZEN SKALLA INVESTMENT FIR2+ years

Filed as: CLARKE LANZEN SKALLA INVESTMENTS

Service code 22 · EIN 13-4109249

Insurance Broker

NATIONWIDE2+ years

Service code 19 · EIN 31-1592130

Securities Custodian

COMMUNITY HOUSING INNOVATIONS, INC. 401(K) PROFIT-SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HOUSING INNOVATIONS, INC. 401(K) PROFIT-SHARING PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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