Retirement plan

THE CLIMATE REGISTRY 403(B) PLAN

Name: THE CLIMATE REGISTRY - THE CLIMATE REGISTRY 403(B) PLAN (2015) Form 5500
Creator: THE CLIMATE REGISTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CLIMATE REGISTRY 403(B) PLAN, THE CLIMATE REGISTRY

THE CLIMATE REGISTRYEIN 20-8728170Plan #001PY 2015

811 W 7TH. STREET, 12TH. FLOOR - LOS ANGELES, CA 90014213-891-1444theclimateregistry.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$241K

No prior year

Total participants

No prior year

Average account balance

$21,868

No prior year

Annual return

12.85%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$354K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6105

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 codes2F2G2L3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$210

$30 / participant

Other / not subdivided$210100.0%

% of EOY assets

0.087%

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

$21,868

$127,387-82.8%

$115,038-81.0%

$125,389-82.6%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

12.85%

31.28%-18.4pp

26.14%-13.3pp

282.24%-269.4pp

Employer contribution / active EE

$5,166-100.0%

$4,608-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,508

$6,423-45.4%

$6,026-41.8%

$5,352-34.4%

Admin fee / account holder

$19

$9,516-99.8%

$8,175-99.8%

$9,541-99.8%

THE CLIMATE REGISTRY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CLIMATE REGISTRY 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