Retirement plan

VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN

Name: VANGUARD CHARITABLE ENDOWMENT PROGRAM - VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN (2023) 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 2023

PO BOX 3075 - SOUTHEASTERN, PA 193983075610-503-4392LinkedIn51-200 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.2M

+28.4% from 2022

Total participants

130

+11.1% from 2022

Average account balance

$73,266

+19.2% from 2022

Annual return

14.36%

+29.55 pp from 2022

Benchmarks

See 9,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,816 peers

Snapshot2023

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

$95K

$1046 / participant

Other / not subdivided$95K100.0%

% of EOY assets

1.031%

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

$73,266

$57,312+27.8%

$86,617-15.4%

$75,181-2.5%

Participation rate

95.6%

63.2%+32.4pp

71.7%+23.9pp

67.2%+28.4pp

Annual return

14.36%

2672.78%-2658.4pp

591.91%-577.6pp

160.69%-146.3pp

Employer contribution / active EE

$11,995

$2,315+418.0%

$3,023+296.7%

$2,671+349.2%

Participant deferral / active EE

$3,319-100.0%

$4,437-100.0%

$4,126-100.0%

Admin fee / account holder

$756

$4,114-81.6%

$5,613-86.5%

$5,650-86.6%

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