Retirement plan

CHI PSI FRATERNITY 401 K PROFIT SHARING PLAN TRUST

Name: CHI PSI FRATERNITY - CHI PSI FRATERNITY 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: CHI PSI FRATERNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHI PSI FRATERNITY 401 K PROFIT SHARING PLAN TRUST, CHI PSI FRATERNITY

CHI PSI FRATERNITYEIN 38-6089059Plan #001PY 2015

45 RUTLEDGE ST - NASHVILLE, TN 372102042615-736-2520chipsi.orgLinkedIn1-10 employeesexecutive office

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$289K

No prior year

Total participants

No prior year

Average account balance

$20,639

No prior year

Annual return

-1.03%

No prior year

Benchmarks

See 26,345 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,345 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

135.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4781

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.)
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

$13K

$1108 / participant

Other / not subdivided$13K100.0%

% of EOY assets

4.601%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,639

$84,695-75.6%

$73,843-72.1%

$125,391-83.5%

Participation rate

83.3%

76.8%+6.6pp

73.4%+9.9pp

83.2%+0.1pp

Annual return

-1.03%

3123.53%-3124.6pp

2267.84%-2268.9pp

282.22%-283.2pp

Employer contribution / active EE

$1,118

$3,123-64.2%

$2,787-59.9%

$4,866-77.0%

Participant deferral / active EE

$2,529

$3,992-36.7%

$3,583-29.4%

$5,352-52.7%

Admin fee / account holder

$950

$5,691-83.3%

$4,880-80.5%

$9,540-90.0%

CHI PSI FRATERNITY 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHI PSI FRATERNITY 401 K PROFIT SHARING PLAN TRUST

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