Retirement plan

CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. RETIREMENT PLAN AND TRUST

Name: CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. - CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. RETIREMENT PLAN AND TRUST (2015) Form 5500
Creator: CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. RETIREMENT PLAN AND TRUST, CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC.

CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC.EIN 27-3235008Plan #001PY 2015

1400 I ST NW STE 500 - WASHINGTON, DC 200056504202-328-5096

Other plans on this EIN

1 filing

#002Retirement-$376K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$432K

No prior year

Total participants

No prior year

Average account balance

$26,990

No prior year

Annual return

0.82%

No prior year

Benchmarks

See 4,199 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,199 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$165

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 codes2C2F2G

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.

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

$8K

$765 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.947%

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

$26,990

$64,307-58.0%

$57,349-52.9%

$125,388-78.5%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

83.2%+16.8pp

Annual return

0.82%

25.14%-24.3pp

24.40%-23.6pp

282.24%-281.4pp

Employer contribution / active EE

$6,775

$3,193+112.2%

$2,689+152.0%

$4,866+39.2%

Participant deferral / active EE

$3,847-100.0%

$3,162-100.0%

$5,352-100.0%

Admin fee / account holder

$526

$5,242-90.0%

$3,356-84.3%

$9,541-94.5%

CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. RETIREMENT PLAN AND TRUST

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