Retirement plan

ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN

Name: ACTION-HOUSING, INC. - ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN (2020) Form 5500
Creator: ACTION-HOUSING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN, ACTION-HOUSING, INC.

ACTION-HOUSING, INC.EIN 25-0965469Plan #005PY 2020

611 WILLIAM PENN PLACE SUITE 800 - PITTSBURGH, PA 15219412-281-2102actionhousing.orgLinkedIn51-200 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$3.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+14.3% from 2019

Total participants

107

+0.9% from 2019

Average account balance

$38,762

+13.2% from 2019

Annual return

13.63%

+7.76 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.22M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

135

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

$275K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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 codes2C2F2G3D2T3H

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.
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

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

$228K

$2537 / participant

Other / not subdivided$228K100.0%

% of EOY assets

5.504%

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

$38,762

$60,128-35.5%

$90,440-57.1%

$79,852-51.5%

Participation rate

100.0%

65.0%+35.0pp

72.7%+27.3pp

69.6%+30.4pp

Annual return

13.63%

71.95%-58.3pp

1294.38%-1280.8pp

31.72%-18.1pp

Employer contribution / active EE

$2,645

$2,068+27.9%

$3,263-18.9%

$2,471+7.0%

Participant deferral / active EE

$2,939-100.0%

$3,964-100.0%

$3,740-100.0%

Admin fee / account holder

$2,134

$3,977-46.4%

$5,615-62.0%

$5,306-59.8%

ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTION-HOUSING, INC. EMPLOYEE RETIREMENT 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