Retirement plan

CONNECTICUT RIVER AREA HEALTH DISTRICT

Name: CONNECTICUT RIVER - HEALTH DISTRICT - CONNECTICUT RIVER AREA HEALTH DISTRICT (2017) Form 5500
Creator: CONNECTICUT RIVER - HEALTH DISTRICT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONNECTICUT RIVER AREA HEALTH DISTRICT, CONNECTICUT RIVER - HEALTH DISTRICT

CONNECTICUT RIVER - HEALTH DISTRICTEIN 16-1764306Plan #001PY 2017

455 BOSTON POST RD SUITE 7 - OLD SAYBROOK, CT 064751554860-661-3300LinkedIn1-10 employeesgovernment administration

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$598K

+29.0% from 2016

Total participants

0.0% from 2016

Average account balance

$99,596

+29.0% from 2016

Annual return

17.85%

+8.80 pp from 2016

Benchmarks

See 320 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort320 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1973

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 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

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

$7K

$1308 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.094%

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

$99,596

$65,696+51.6%

$56,429+76.5%

$147,586-32.5%

Participation rate

100.0%

85.5%+14.5pp

80.0%+20.0pp

82.8%+17.2pp

Annual return

17.85%

13.32%+4.5pp

19.04%-1.2pp

578.59%-560.7pp

Employer contribution / active EE

$4,141

$4,121+0.5%

$3,405+21.6%

$4,876-15.1%

Participant deferral / active EE

$7,463

$4,876+53.1%

$3,951+88.9%

$5,439+37.2%

Admin fee / account holder

$1,090

$5,947-81.7%

$4,466-75.6%

$10,886-90.0%

CONNECTICUT RIVER AREA HEALTH DISTRICT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONNECTICUT RIVER AREA HEALTH DISTRICT

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