Retirement plan

SUPPORT CENTER FOR NON PROFIT MANAGEMENT 401(K) PLAN

Name: SUPPORT CENTER FOR NON PROFIT MANAGEMENT - SUPPORT CENTER FOR NON PROFIT MANAGEMENT 401(K) PLAN (2015) Form 5500
Creator: SUPPORT CENTER FOR NON PROFIT MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPPORT CENTER FOR NON PROFIT MANAGEMENT 401(K) PLAN, SUPPORT CENTER FOR NON PROFIT MANAGEMENT

SUPPORT CENTER FOR NON PROFIT MANAGEMENTEIN 13-3911548Plan #001PY 2015

42 BROADWAY, 20TH FL - NEW YORK, NY 10004212-924-6744supportcenteronline.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$210K

No prior year

Total participants

No prior year

Average account balance

$13,968

No prior year

Annual return

-1.42%

No prior year

Benchmarks

See 4,199 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,199 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E3D2G2J2T

Plan features

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.
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

1 tripped

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

$37K

$9373 / participant

Other / not subdivided$37K100.0%

% of EOY assets

17.894%

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

$13,968

$64,307-78.3%

$57,347-75.6%

$125,393-88.9%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

83.2%+16.8pp

Annual return

-1.42%

25.14%-26.6pp

24.40%-25.8pp

282.23%-283.7pp

Employer contribution / active EE

$1,490

$3,193-53.3%

$2,689-44.6%

$4,866-69.4%

Participant deferral / active EE

$8,714

$3,847+126.5%

$3,162+175.6%

$5,351+62.8%

Admin fee / account holder

$2,499

$5,242-52.3%

$3,356-25.5%

$9,541-73.8%

SUPPORT CENTER FOR NON PROFIT MANAGEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPPORT CENTER FOR NON PROFIT MANAGEMENT 401(K) 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