Retirement plan

CHC CREATING HEALTHIER COMMUNITIES 403(B) DC PLAN

Name: CHC CREATING HEALTHIER COMMUNITIES - CHC CREATING HEALTHIER COMMUNITIES 403(B) DC PLAN (2021) Form 5500
Creator: CHC CREATING HEALTHIER COMMUNITIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHC CREATING HEALTHIER COMMUNITIES 403(B) DC PLAN, CHC CREATING HEALTHIER COMMUNITIES

CHC CREATING HEALTHIER COMMUNITIESEIN 13-6167225Plan #003PY 2021

1199 N. FAIRFAX ST, STE 600 - ALEXANDRIA, VA 22314414-369-6546chcimpact.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+36.8% from 2020

Total participants

+1.1% from 2020

Average account balance

$39,247

+35.3% from 2020

Annual return

28.76%

+23.00 pp from 2020

Benchmarks

See 8,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,919 peers

Snapshot2021

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

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

$176K

$4746 / participant

Other / not subdivided$176K100.0%

% of EOY assets

4.710%

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

$39,247

$65,440-40.0%

$98,506-60.2%

$85,851-54.3%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.3%+30.7pp

Annual return

28.76%

21.75%+7.0pp

1494.92%-1466.2pp

318.63%-289.9pp

Employer contribution / active EE

$5,154

$2,169+137.6%

$2,961+74.0%

$2,565+100.9%

Participant deferral / active EE

$5,494

$3,168+73.4%

$4,277+28.5%

$3,952+39.0%

Admin fee / account holder

$1,848

$4,596-59.8%

$5,955-69.0%

$6,261-70.5%

CHC CREATING HEALTHIER COMMUNITIES 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHC CREATING HEALTHIER COMMUNITIES 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