Retirement plan

EMPLOYEE BENEFIT PLAN OF MICHIGAN COALITION TO END DOMESTICAND SEXUAL VIOLENCE

Name: MICHIGAN COALITION TO END DOMESTIC AND SEXUAL VIOLENCE - EMPLOYEE BENEFIT PLAN OF MICHIGAN COALITION TO END DOMESTICAND SEXUAL VIOLENCE (2016) Form 5500
Creator: MICHIGAN COALITION TO END DOMESTIC AND SEXUAL VIOLENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MICHIGAN COALITION TO END DOMESTICAND SEXUAL VIOLENCE, MICHIGAN COALITION TO END DOMESTIC AND SEXUAL VIOLENCE

MICHIGAN COALITION TO END DOMESTIC AND SEXUAL VIOLENCEEIN 38-2460520Plan #001PY 2016

3893 OKEMOS RD STE B2 - OKEMOS, MI 48864517-347-7000mcedsv.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$498K

No prior year

Total participants

No prior year

Average account balance

$27,656

No prior year

Annual return

7.05%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

120.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+26.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$894

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 codes2E2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$462K

$35532 / participant

Other / not subdivided$462K100.0%

% of EOY assets

92.790%

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

$27,656

$90,486-69.4%

$78,676-64.8%

$273,972-89.9%

Participation rate

92.3%

76.5%+15.8pp

73.6%+18.7pp

83.0%+9.3pp

Annual return

7.05%

75.62%-68.6pp

62.19%-55.1pp

41.46%-34.4pp

Employer contribution / active EE

$942

$3,175-70.3%

$2,850-66.9%

$4,869-80.6%

Participant deferral / active EE

$1,940

$3,901-50.3%

$3,517-44.8%

$5,287-63.3%

Admin fee / account holder

$25,662

$5,263+387.6%

$4,510+469.0%

$10,133+153.3%

EMPLOYEE BENEFIT PLAN OF MICHIGAN COALITION TO END DOMESTICAND SEXUAL VIOLENCE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MICHIGAN COALITION TO END DOMESTICAND SEXUAL VIOLENCE

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