Retirement plan

EMPLOYEE BENEFIT PLAN OF CORNER HOUSE INTERAGENCY CHILD ABUSE EVALUATION AN

Name: CORNER HOUSE INTERAGENCY CHILD ABUS E EVALUATION AND TRAINING CENTER - EMPLOYEE BENEFIT PLAN OF CORNER HOUSE INTERAGENCY CHILD ABUSE EVALUATION AN (2017) Form 5500
Creator: CORNER HOUSE INTERAGENCY CHILD ABUS E EVALUATION AND TRAINING CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CORNER HOUSE INTERAGENCY CHILD ABUSE EVALUATION AN, CORNER HOUSE INTERAGENCY CHILD ABUS E EVALUATION AND TRAINING CENTER

CORNER HOUSE INTERAGENCY CHILD ABUS E EVALUATION AND TRAINING CENTEREIN 41-1640731Plan #001PY 2017

2502 10TH AVE S - MINNEAPOLIS, MN 554044510612-813-8300LinkedIn1-10 employees

Prospect flagsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$628K

+15.2% from 2016

Total participants

+3.3% from 2016

Average account balance

$20,943

+11.4% from 2016

Annual return

14.61%

+6.72 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

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.

192.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2674

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 codes2F2S2T3D

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).
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$57K

$2461 / participant

Other / not subdivided$57K100.0%

% of EOY assets

9.008%

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

$20,943

$198,457-89.4%

$170,435-87.7%

$147,586-85.8%

Participation rate

95.7%

88.0%+7.7pp

83.6%+12.1pp

82.8%+12.8pp

Annual return

14.61%

257.30%-242.7pp

205.94%-191.3pp

578.59%-564.0pp

Employer contribution / active EE

$264

$6,183-95.7%

$5,432-95.1%

$4,876-94.6%

Participant deferral / active EE

$2,323

$5,629-58.7%

$4,939-53.0%

$5,439-57.3%

Admin fee / account holder

$1,887

$16,852-88.8%

$13,881-86.4%

$10,886-82.7%

EMPLOYEE BENEFIT PLAN OF CORNER HOUSE INTERAGENCY CHILD ABUSE EVALUATION AN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CORNER HOUSE INTERAGENCY CHILD ABUSE EVALUATION AN

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