Retirement plan

CHRISTIAN FAITH FELLOWSHIP CHURCH 401(K) SAVINGS PLAN

Name: CHRISTIAN FAITH FELLOWSHIP CHURCH - CHRISTIAN FAITH FELLOWSHIP CHURCH 401(K) SAVINGS PLAN (2015) Form 5500
Creator: CHRISTIAN FAITH FELLOWSHIP CHURCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIAN FAITH FELLOWSHIP CHURCH 401(K) SAVINGS PLAN, CHRISTIAN FAITH FELLOWSHIP CHURCH

CHRISTIAN FAITH FELLOWSHIP CHURCHEIN 39-1631872Plan #001PY 2015

8633 W. GOOD HOPE ROAD - MILWAUKEE, WI 53244414-760-2332cffchurch.orgLinkedIn11-50 employeesreligious institutions

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$181K

No prior year

Total participants

No prior year

Average account balance

$20,103

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$213K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

9.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$140

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

+8.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$498

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 codes2T2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$51 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.362%

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

$20,103

$45,152-55.5%

$73,836-72.8%

$59,633-66.3%

Participation rate

18.8%

64.0%-45.3pp

73.4%-54.7pp

68.7%-49.9pp

Annual return

0.00%

27.40%-27.4pp

2268.06%-2268.1pp

2041.45%-2041.5pp

Employer contribution / active EE

$1,901-100.0%

$2,787-100.0%

$2,203-100.0%

Participant deferral / active EE

$252

$2,573-90.2%

$3,583-93.0%

$3,192-92.1%

Admin fee / account holder

$274

$3,515-92.2%

$4,882-94.4%

$4,297-93.6%

CHRISTIAN FAITH FELLOWSHIP CHURCH 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTIAN FAITH FELLOWSHIP CHURCH 401(K) 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