Retirement plan

COUNCIL OF INTERNATIONAL PROGRAMS USA

Name: COUNCIL OF INTERNATIONAL PROGR - COUNCIL OF INTERNATIONAL PROGRAMS USA (2023) Form 5500
Creator: COUNCIL OF INTERNATIONAL PROGR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUNCIL OF INTERNATIONAL PROGRAMS USA, COUNCIL OF INTERNATIONAL PROGR

COUNCIL OF INTERNATIONAL PROGREIN 34-0929221Plan #002PY 2023

30100 CHAGRIN BLVD. #204 - PEPPER PIKE, OH 44124440-247-1088cipusa.orgLinkedIn1-10 employeesinternational affairs

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$529K

+48.7% from 2022

Total participants

0.0% from 2022

Average account balance

$176,270

+48.7% from 2022

Annual return

19.08%

+49.58 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$657K

Not enough data

1 years with asset history on file

Average account balance

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

$329K

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

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2G2J

Plan features

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.
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.

Opportunity flags

1 tripped

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

$24

$8 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.005%

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

$176,270

$175,231+0.6%

$149,696+17.8%

$139,466+26.4%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

19.08%

166.77%-147.7pp

134.46%-115.4pp

373.66%-354.6pp

Employer contribution / active EE

$5,887

$5,478+7.5%

$4,821+22.1%

$4,754+23.8%

Participant deferral / active EE

$6,217

$6,521-4.7%

$5,682+9.4%

$6,712-7.4%

Admin fee / account holder

$16,155-100.0%

$13,212-99.9%

$11,409-99.9%

COUNCIL OF INTERNATIONAL PROGRAMS USA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUNCIL OF INTERNATIONAL PROGRAMS USA

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