Retirement plan

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

Name: CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. - CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. SUPPLEMENTAL RETIREMENT PLAN (2024) 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. SUPPLEMENTAL RETIREMENT PLAN, CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC.

CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC.dba ONE HEALTH TRUSTEIN 27-3235008Plan #002PY 2024

5636 CONNECTICUT AVENUE NW, PO BOX 42735 - WASHINGTON, DC 200156135202-328-5113

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+11.2% from 2023

Total participants

+7.1% from 2023

Average account balance

$63,568

+7.4% from 2023

Annual return

12.98%

-5.00 pp from 2023

Benchmarks

See 8,036 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,036 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

322.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2282

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$66K

$7354 / participant

Other / not subdivided$66K100.0%

% of EOY assets

3.591%

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

$63,568

$72,426-12.2%

$67,560-5.9%

$145,897-56.4%

Participation rate

88.9%

76.9%+12.0pp

72.9%+16.0pp

80.3%+8.6pp

Annual return

12.98%

7226.78%-7213.8pp

3533.50%-3520.5pp

552.29%-539.3pp

Employer contribution / active EE

$3,074-100.0%

$2,737-100.0%

$4,663-100.0%

Participant deferral / active EE

$3,516

$4,785-26.5%

$4,004-12.2%

$6,689-47.4%

Admin fee / account holder

$2,282

$5,514-58.6%

$3,994-42.9%

$13,390-83.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR DISEASE DYNAMICS, ECONOMICS & POLICY, INC. SUPPLEMENTAL 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