Retirement plan

OHIO CHAMBER OF COMMERCE MONEY PURCHASE PENSION PL

Name: OHIO CHAMBER OF COMMERCE - OHIO CHAMBER OF COMMERCE MONEY PURCHASE PENSION PL (2016) Form 5500
Creator: OHIO CHAMBER OF COMMERCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHIO CHAMBER OF COMMERCE MONEY PURCHASE PENSION PL, OHIO CHAMBER OF COMMERCE

OHIO CHAMBER OF COMMERCEEIN 31-4357206Plan #002PY 2016

230 EAST TOWN ST - COLUMBUS, OH 432150159614-228-4201ohiochamber.comLinkedIn11-50 employeesgovernment relations

Other plans on this EIN

1 filing

#003Retirement-$1.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

-5.9% from 2015

Total participants

0.0% from 2015

Average account balance

$118,498

-5.9% from 2015

Annual return

6.14%

+6.61 pp from 2015

Benchmarks

See 30,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,920 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-90.02%

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

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

$372K

$37156 / participant

Other / not subdivided$372K100.0%

% of EOY assets

17.420%

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

$118,498

$90,504+30.9%

$78,690+50.6%

$273,965-56.7%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

6.14%

75.61%-69.5pp

62.18%-56.0pp

41.45%-35.3pp

Employer contribution / active EE

$8,325

$3,176+162.1%

$2,851+192.0%

$4,869+71.0%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$20,642

$5,263+292.2%

$4,511+357.6%

$10,132+103.7%

OHIO CHAMBER OF COMMERCE MONEY PURCHASE PENSION PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHIO CHAMBER OF COMMERCE MONEY PURCHASE PENSION PL

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