Retirement plan

CNPE 401(K) PLAN

Name: CENTER FOR NONPROFIT EXCELLENCE, IN - CNPE 401(K) PLAN (2024) Form 5500
Creator: CENTER FOR NONPROFIT EXCELLENCE, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CNPE 401(K) PLAN, CENTER FOR NONPROFIT EXCELLENCE, IN

CENTER FOR NONPROFIT EXCELLENCE, INEIN 20-0040424Plan #002PY 2024

325 WEST MAIN STREET, SUITE 150 - LOUISVILLE, KY 40202502-315-2673

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$85K

+22.3% from 2023

Total participants

0.0% from 2023

Average account balance

$42,378

+22.3% from 2023

Annual return

15.81%

+0.80 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$96K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$874

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 codes2G2M2T3D

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$1K

$542 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.278%

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

$42,378

$88,710-52.2%

$81,783-48.2%

$145,959-71.0%

Participation rate

50.0%

75.0%-25.0pp

72.4%-22.4pp

80.3%-30.3pp

Annual return

15.81%

1027.26%-1011.4pp

775.05%-759.2pp

561.95%-546.1pp

Employer contribution / active EE

$1,125

$3,083-63.5%

$2,913-61.4%

$4,661-75.9%

Participant deferral / active EE

$1,125

$4,645-75.8%

$4,320-74.0%

$6,689-83.2%

Admin fee / account holder

$542

$8,407-93.6%

$7,380-92.7%

$13,398-96.0%

CNPE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CNPE 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