Retirement plan

TIPPING POINT COMMUNITY 403(B) PLAN

Name: TIPPING POINT COMMUNITY - TIPPING POINT COMMUNITY 403(B) PLAN (2016) Form 5500
Creator: TIPPING POINT COMMUNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIPPING POINT COMMUNITY 403(B) PLAN, TIPPING POINT COMMUNITY

TIPPING POINT COMMUNITYEIN 20-2121739Plan #001PY 2016

220 MONTGOMERY ST STE 850 - SAN FRANCISCO, CA 94104415-348-1240tippingpoint.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

+51.0% from 2015

Total participants

+30.6% from 2015

Average account balance

$62,500

+14.1% from 2015

Annual return

17.53%

+20.17 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.30M

Not enough data

1 years with asset history on file

Average account balance

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

$157K

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.

211.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5394

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 codes2F2G2L2M2T

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$102 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.144%

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

$62,500

$48,078+30.0%

$78,676-20.6%

$62,881-0.6%

Participation rate

95.0%

65.2%+29.8pp

73.6%+21.4pp

69.3%+25.7pp

Annual return

17.53%

31.36%-13.8pp

62.19%-44.7pp

20.14%-2.6pp

Employer contribution / active EE

$6,803

$2,015+237.7%

$2,850+138.7%

$2,281+198.3%

Participant deferral / active EE

$8,865

$2,587+242.6%

$3,517+152.1%

$3,203+176.8%

Admin fee / account holder

$90

$3,206-97.2%

$4,510-98.0%

$4,296-97.9%

TIPPING POINT COMMUNITY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIPPING POINT COMMUNITY 403(B) 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