Retirement plan

EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC.

Name: AFFORDABLE HOUSING ALLIANCE, INC. - EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC. (2018) Form 5500
Creator: AFFORDABLE HOUSING ALLIANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC., AFFORDABLE HOUSING ALLIANCE, INC.

AFFORDABLE HOUSING ALLIANCE, INC.EIN 22-3114280Plan #003PY 2018

3535 ROUTE 66 - NEPTUNE, NJ 077532622732-389-2958housingall.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$195K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$971K

+12.5% from 2017

Total participants

+73.7% from 2017

Average account balance

$15,416

-32.1% from 2017

Annual return

-1.22%

-8.10 pp from 2017

Benchmarks

See 3,521 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.24M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

104

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.

212.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$450K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2041

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 codes2F2S2T3D

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$63K

$1127 / participant

Other / not subdivided$63K100.0%

% of EOY assets

6.500%

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

$15,416

$56,484-72.7%

$169,452-90.9%

$64,173-76.0%

Participation rate

94.6%

64.5%+30.1pp

77.8%+16.9pp

69.6%+25.1pp

Annual return

-1.22%

-1.55%+0.3pp

1.83%-3.1pp

7.63%-8.9pp

Employer contribution / active EE

$1,988

$1,832+8.5%

$4,157-52.2%

$2,381-16.5%

Participant deferral / active EE

$1,247

$3,448-63.8%

$5,277-76.4%

$3,470-64.1%

Admin fee / account holder

$1,002

$4,174-76.0%

$9,110-89.0%

$4,887-79.5%

EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC.

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