Retirement plan

THE COMMONFUND RETIREMENT SAVINGS PLAN

Name: THE COMMON FUND FOR NONPROFITS - THE COMMONFUND RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: THE COMMON FUND FOR NONPROFITS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COMMONFUND RETIREMENT SAVINGS PLAN, THE COMMON FUND FOR NONPROFITS

THE COMMON FUND FOR NONPROFITSEIN 23-7037968Plan #004PY 2016

15 OLD DANBURY ROAD - WILTON, CT 06897203-563-5100

Other plans on this EIN

3 filings

#002Retirement-$12.8M assets #003Retirement-$5.6M assets #001Retirement-$4.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$88M

+5.6% from 2015

Total participants

271

-2.2% from 2015

Average account balance

$330,715

+8.0% from 2015

Annual return

7.87%

+8.73 pp from 2015

Benchmarks

See 2,214 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,214 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$142.24M

Not enough data

1 years with asset history on file

Average account balance

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

$527K

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.

270

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.02M

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

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$203

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

Top 2 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY2+ years Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 04-2647786	Advisory (Plan)	$85,619
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	-$80,000

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing 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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$59K

$343 / participant

Other / not subdivided$59K100.0%

% of EOY assets

0.067%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PRICEWATERHOUSE COOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$330,715

$74,089+346.4%

$133,975+146.8%

$55,167+499.5%

Participation rate

97.1%

84.3%+12.8pp

87.1%+10.0pp

69.0%+28.1pp

Annual return

7.87%

12.11%-4.2pp

29.29%-21.4pp

169.23%-161.4pp

Employer contribution / active EE

$13,849

$3,064+352.0%

$5,211+165.8%

$1,963+605.6%

Participant deferral / active EE

$12,285

$4,678+162.6%

$6,282+95.6%

$3,054+302.2%

Admin fee / account holder

$222

$458-51.6%

$9,324-97.6%

$504-56.0%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY2+ years

Filed as: VOYA FINANCIAL ADVISORS INC

Service code 27 · EIN 04-2647786

Advisory (Plan)

$85,619

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$80,000

THE COMMONFUND RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COMMONFUND RETIREMENT SAVINGS 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