Retirement plan

WORKING IN NEIGHBORHOODS RETIREMENT PLAN

Name: WORKING IN NEIGHBORHOODS - WORKING IN NEIGHBORHOODS RETIREMENT PLAN (2018) Form 5500
Creator: WORKING IN NEIGHBORHOODS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORKING IN NEIGHBORHOODS RETIREMENT PLAN, WORKING IN NEIGHBORHOODS

WORKING IN NEIGHBORHOODSEIN 31-0962007Plan #001PY 2018

1814 DREMAN STREET - CINCINNATI, OH 452232319513-541-4109wincincy.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$246K

+8.5% from 2017

Total participants

-17.6% from 2017

Average account balance

$18,944

+16.8% from 2017

Annual return

-4.50%

-18.53 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$568K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$934

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$79 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.417%

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

$18,944

$90,606-79.1%

$79,466-76.2%

$135,379-86.0%

Participation rate

92.3%

76.0%+16.3pp

73.3%+19.0pp

82.6%+9.7pp

Annual return

-4.50%

977.69%-982.2pp

718.28%-722.8pp

519.79%-524.3pp

Employer contribution / active EE

$1,205

$3,068-60.7%

$2,800-57.0%

$4,779-74.8%

Participant deferral / active EE

$1,088

$4,050-73.1%

$3,704-70.6%

$5,609-80.6%

Admin fee / account holder

$79

$5,895-98.7%

$5,104-98.5%

$10,828-99.3%

WORKING IN NEIGHBORHOODS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORKING IN NEIGHBORHOODS 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