Retirement plan

CENTER FOR REPRODUCTIVE RIGHTS RETIREMENT PLAN

Name: THE CENTER FOR REPRODUCTIVE RIGHTS, INC. - CENTER FOR REPRODUCTIVE RIGHTS RETIREMENT PLAN (2021) Form 5500
Creator: THE CENTER FOR REPRODUCTIVE RIGHTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR REPRODUCTIVE RIGHTS RETIREMENT PLAN, THE CENTER FOR REPRODUCTIVE RIGHTS, INC.

THE CENTER FOR REPRODUCTIVE RIGHTS, INC.EIN 13-3669731Plan #001PY 2021

199 WATER STREET - NEW YORK, NY 100383526385-336-4067

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 17, 2021

Plan administrator

Plan administrator name— Sign in and upgrade to view

199 Water Street, 22nd Floor

New York, NY 10038

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

The Executive 457(b) Retirement Plan17 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$22.4M

+22.9% from 2020

Total participants

247

-2.8% from 2020

Average account balance

$97,611

+32.6% from 2020

Annual return

20.67%

+2.86 pp from 2020

Benchmarks

See 5,351 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,351 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.08M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

274

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$16,958
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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).
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.
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

$14K

$90 / participant

Contract admin$14K100.0%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 155381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,611

$61,166+59.6%

$185,837-47.5%

$79,393+22.9%

Participation rate

88.5%

66.6%+21.8pp

81.7%+6.8pp

70.7%+17.8pp

Annual return

20.67%

19.45%+1.2pp

122.08%-101.4pp

116.87%-96.2pp

Employer contribution / active EE

$7,618

$2,321+228.2%

$5,168+47.4%

$2,428+213.8%

Participant deferral / active EE

$9,192

$2,789+229.6%

$5,568+65.1%

$4,046+127.2%

Admin fee / account holder

$61

$710-91.4%

$16,241-99.6%

$627-90.3%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$16,958

MORNINGSTAR1 year

Filed as: MORNINGSTAR INVESTMENT MGMT LLC

Service code 26 · EIN 36-4317381

Advisory (Participants)

CENTER FOR REPRODUCTIVE RIGHTS RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR REPRODUCTIVE RIGHTS RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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