Retirement plan

403 B THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM CALIFORNIA HOUSING CONSORTIUM

Name: 403(B) THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM - 403 B THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM CALIFORNIA HOUSING CONSORTIUM (2018) Form 5500
Creator: 403(B) THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM CALIFORNIA HOUSING CONSORTIUM, 403(B) THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM

403(B) THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUMEIN 26-0097208Plan #001PY 2018

30141 AGOURA RD STE 106 - AGOURA HILLS, CA 913015914818-735-9551calhsng.orgLinkedIn1-10 employeespublic policy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$95K

+67.5% from 2017

Total participants

-25.0% from 2017

Average account balance

$31,642

+123.3% from 2017

Annual return

10.03%

-16.64 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$480K

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

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

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 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 codes2L2F2G

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$2K

$602 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.904%

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

$31,642

$90,617-65.1%

$79,476-60.2%

$135,382-76.6%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

10.03%

977.57%-967.5pp

718.21%-708.2pp

519.77%-509.7pp

Employer contribution / active EE

$3,986

$3,068+29.9%

$2,800+42.4%

$4,779-16.6%

Participant deferral / active EE

$7,451

$4,050+84.0%

$3,704+101.2%

$5,609+32.8%

Admin fee / account holder

$602

$5,907-89.8%

$5,113-88.2%

$10,829-94.4%

403 B THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM CALIFORNIA HOUSING CONSORTIUM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF CALIFORNIA HOUSING CONSORTIUM CALIFORNIA HOUSING CONSORTIUM

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