Retirement plan

THE COMMONFUND RETIREMENT SAVINGS PLAN

Name: THE COMMON FUND FOR NONPROFITS - THE COMMONFUND RETIREMENT SAVINGS PLAN (2017) 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 2017

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

Other plans on this EIN

3 filings

#002Retirement-$13.6M assets #003Retirement-$5.9M assets #001Retirement-$4.2M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$97.1M

+10.4% from 2016

Total participants

259

-4.4% from 2016

Average account balance

$377,983

+14.3% from 2016

Annual return

18.06%

+10.19 pp from 2016

Benchmarks

See 2,201 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,201 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505	Advisory (Plan)	$73,889
PRICEWATERHOUSECOOPERS LLP1 year Service code 10 · EIN 13-4008324	Accounting	$53,000
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	-$63,575

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

$64K

$408 / participant

Other / not subdivided$64K100.0%

% of EOY assets

0.066%

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

$377,983

$89,739+321.2%

$149,721+152.5%

$62,293+506.8%

Participation rate

98.7%

85.1%+13.6pp

87.1%+11.7pp

69.5%+29.2pp

Annual return

18.06%

21.01%-2.9pp

1501.67%-1483.6pp

28.90%-10.8pp

Employer contribution / active EE

$14,026

$3,233+333.9%

$5,444+157.6%

$2,042+586.8%

Participant deferral / active EE

$12,122

$4,797+152.7%

$6,568+84.6%

$3,169+282.5%

Admin fee / account holder

$248

$551-55.0%

$11,282-97.8%

$479-48.3%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Filed as: VOYA FINANCIAL ADVISORS INC

Service code 27 · EIN 41-0945505

Advisory (Plan)

$73,889

PRICEWATERHOUSECOOPERS LLP1 year

Service code 10 · EIN 13-4008324

Accounting

$53,000

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$63,575

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