Retirement plan

THE COLUMBUS PARTNERSHIP 401(K) RETIREMENT SAVINGS PLAN

Name: THE COLUMBUS PARTNERSHIP - THE COLUMBUS PARTNERSHIP 401(K) RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: THE COLUMBUS PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COLUMBUS PARTNERSHIP 401(K) RETIREMENT SAVINGS PLAN, THE COLUMBUS PARTNERSHIP

THE COLUMBUS PARTNERSHIPEIN 35-2558300Plan #001PY 2018

150 S. FRONT STREET, SUITE 200 - COLUMBUS, OH 432153465866-676-2871columbuspartnership.comLinkedIn11-50 employeescivic & social organization

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4M

+14.3% from 2017

Total participants

+33.3% from 2017

Average account balance

$100,734

-11.4% from 2017

Annual return

-9.47%

-9.47 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.15M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+11.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35643

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 codes2E2J2F2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$85K

$1893 / participant

Other / not subdivided$85K100.0%

% of EOY assets

2.114%

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

$100,734

$49,177+104.8%

$79,476+26.7%

$64,181+57.0%

Participation rate

82.2%

65.0%+17.2pp

73.3%+8.9pp

69.6%+12.7pp

Annual return

-9.47%

-1.16%-8.3pp

718.21%-727.7pp

7.63%-17.1pp

Employer contribution / active EE

$13,491

$2,076+549.8%

$2,800+381.8%

$2,381+466.7%

Participant deferral / active EE

$6,318

$2,821+123.9%

$3,704+70.6%

$3,470+82.1%

Admin fee / account holder

$2,129

$3,839-44.5%

$5,113-58.4%

$4,887-56.4%

THE COLUMBUS PARTNERSHIP 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COLUMBUS PARTNERSHIP 401(K) RETIREMENT SAVINGS 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