Retirement plan

403(B) THRIFT PLAN OF NORTHCOTT NEIGHBORHOOD HOUSE, INC.

Name: NORTHCOTT NEIGHBORHOOD HOUSE, INC. - 403(B) THRIFT PLAN OF NORTHCOTT NEIGHBORHOOD HOUSE, INC. (2021) Form 5500
Creator: NORTHCOTT NEIGHBORHOOD HOUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF NORTHCOTT NEIGHBORHOOD HOUSE, INC., NORTHCOTT NEIGHBORHOOD HOUSE, INC.

NORTHCOTT NEIGHBORHOOD HOUSE, INC.EIN 39-0984402Plan #001PY 2021

2460 N 6TH ST - MILWAUKEE, WI 532122756414-372-3770northcotthouse.orgLinkedIn11-50 employeesprogram development

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$82K

+111.9% from 2020

Total participants

+12.5% from 2020

Average account balance

$4,122

+80.1% from 2020

Annual return

22.50%

+22.50 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$175K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2082

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 codes2F2G2S2T3D

Plan features

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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$78 / participant

Other / not subdivided$2K100.0%

% of EOY assets

2.375%

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

$4,122

$95,415-95.7%

$185,851-97.8%

$85,851-95.2%

Participation rate

72.0%

68.8%+3.2pp

81.7%-9.7pp

69.3%+2.7pp

Annual return

22.50%

23.59%-1.1pp

122.11%-99.6pp

318.63%-296.1pp

Employer contribution / active EE

$782

$3,314-76.4%

$5,168-84.9%

$2,565-69.5%

Participant deferral / active EE

$685

$3,424-80.0%

$5,569-87.7%

$3,952-82.7%

Admin fee / account holder

$98

$7,215-98.6%

$16,245-99.4%

$6,261-98.4%

403(B) THRIFT PLAN OF NORTHCOTT NEIGHBORHOOD HOUSE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF NORTHCOTT NEIGHBORHOOD HOUSE, INC.

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