Retirement plan

COMMUNITY HEALTH CHARITIES 403(B) DC PLAN

Name: COMMUNITY HEALTH CHARITIES - COMMUNITY HEALTH CHARITIES 403(B) DC PLAN (2017) Form 5500
Creator: COMMUNITY HEALTH CHARITIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH CHARITIES 403(B) DC PLAN, COMMUNITY HEALTH CHARITIES

COMMUNITY HEALTH CHARITIESEIN 13-6167225Plan #003PY 2017

1199 N. FAIRFAX ST., STE 600 - ALEXANDRIA, VA 22314703-528-1007chcimpact.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returnsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.6M

+13.9% from 2016

Total participants

103

+21.2% from 2016

Average account balance

$25,928

-9.6% from 2016

Annual return

11.60%

+7.14 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.80M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

390.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$297K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+8.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9052

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 codes2F2G2L2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$394K

$5553 / participant

Other / not subdivided$394K100.0%

% of EOY assets

14.907%

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

$25,928

$53,128-51.2%

$86,582-70.1%

$70,126-63.0%

Participation rate

98.6%

65.3%+33.3pp

73.5%+25.0pp

69.5%+29.1pp

Annual return

11.60%

27.66%-16.1pp

965.08%-953.5pp

73.15%-61.6pp

Employer contribution / active EE

$3,190

$2,068+54.3%

$2,839+12.4%

$2,343+36.2%

Participant deferral / active EE

$3,102

$2,695+15.1%

$3,609-14.0%

$3,332-6.9%

Admin fee / account holder

$3,865

$3,584+7.9%

$4,904-21.2%

$4,645-16.8%

COMMUNITY HEALTH CHARITIES 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HEALTH CHARITIES 403(B) DC 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