Retirement plan

VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN

Name: VANGUARD CHARITABLE ENDOWMENT PROGRAM - VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN (2017) Form 5500
Creator: VANGUARD CHARITABLE ENDOWMENT PROGRAM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN, VANGUARD CHARITABLE ENDOWMENT PROGRAM

VANGUARD CHARITABLE ENDOWMENT PROGRAMEIN 23-2888152Plan #001PY 2017

400 DEVON PARK DRIVE, D29 - WAYNE, PA 19087888-383-4483LinkedIn51-200 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

-1.1% from 2016

Total participants

+5.0% from 2016

Average account balance

$70,377

-4.3% from 2016

Annual return

13.50%

+11.22 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.63M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

156

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

$1.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90

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

1 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 codes2C3D2G2F2T3F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$1.1M

$26828 / participant

Other / not subdivided$1M100.0%

% of EOY assets

24.594%

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

$70,377

$53,128+32.5%

$86,582-18.7%

$70,126+0.4%

Participation rate

97.5%

65.3%+32.2pp

73.5%+24.0pp

69.5%+28.0pp

Annual return

13.50%

27.66%-14.2pp

965.08%-951.6pp

73.15%-59.6pp

Employer contribution / active EE

$10,562

$2,068+410.7%

$2,839+272.0%

$2,343+350.9%

Participant deferral / active EE

$2,695-100.0%

$3,609-100.0%

$3,332-100.0%

Admin fee / account holder

$17,308

$3,584+383.0%

$4,904+252.9%

$4,645+272.6%

VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION 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