Retirement plan

CENTER FOR VICTIMS OF TORTURE 403(B) DC PLAN

Name: THE CENTER FOR VICTIMS OF TORTURE - CENTER FOR VICTIMS OF TORTURE 403(B) DC PLAN (2017) Form 5500
Creator: THE CENTER FOR VICTIMS OF TORTURE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR VICTIMS OF TORTURE 403(B) DC PLAN, THE CENTER FOR VICTIMS OF TORTURE

THE CENTER FOR VICTIMS OF TORTUREEIN 36-3383933Plan #002PY 2017

2356 UNIVERSITY AVE WEST SUITE 430 - ST. PAUL, MN 551141860612-436-4800cvt.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.6M

+20.2% from 2016

Total participants

239

-10.2% from 2016

Average account balance

$41,398

+33.1% from 2016

Annual return

16.12%

-34.08 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.78M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

222

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.

86.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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

1 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 codes2A2L2M2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

0 tripped

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

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,398

$55,453-25.3%

$170,435-75.7%

$62,293-33.5%

Participation rate

95.6%

66.4%+29.3pp

83.6%+12.0pp

69.5%+26.1pp

Annual return

16.12%

21.38%-5.3pp

205.94%-189.8pp

28.90%-12.8pp

Employer contribution / active EE

$2,258

$2,164+4.3%

$5,432-58.4%

$2,042+10.6%

Participant deferral / active EE

$3,064

$2,303+33.1%

$4,939-38.0%

$3,169-3.3%

Admin fee / account holder

$455-100.0%

$13,881-100.0%

$479-100.0%

CENTER FOR VICTIMS OF TORTURE 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTER FOR VICTIMS OF TORTURE 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion