Retirement plan

CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN

Name: CENTER FOR ENERGY AND ENVIRONMENT - CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN (2024) Form 5500
Creator: CENTER FOR ENERGY AND ENVIRONMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN, CENTER FOR ENERGY AND ENVIRONMENT

CENTER FOR ENERGY AND ENVIRONMENTEIN 41-1647799Plan #003PY 2024

212 THIRD AVENUE NORTH, SUITE 560 - MINNEAPOLIS, MN 554011459612-335-5858mncee.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#004Retirement-$16.1M assets

Prospect flagsLow participationWind-down / frozen

How to read this page

Total assets (EOY)

$15M

-0.7% from 2023

Total participants

301

+32.6% from 2023

Average account balance

$75,347

+12.2% from 2023

Annual return

15.12%

-4.09 pp from 2023

Benchmarks

See 2,051 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,051 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.99M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

199

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.

56.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392	Advisory (Plan)	$4,464
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576	Sub-transfer agency fees; Custodial (...	$2,380

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$7K

$29 / participant

Contract admin$2K35.3%
Other / not subdivided$4K64.7%

% of EOY assets

0.046%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: $4,464
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,347

$60,504+24.5%

$81,882-8.0%

$74,478+1.2%

Participation rate

56.8%

62.9%-6.1pp

72.4%-15.6pp

67.2%-10.4pp

Annual return

15.12%

16.91%-1.8pp

779.47%-764.4pp

1370.56%-1355.4pp

Employer contribution / active EE

$2,627-100.0%

$2,916-100.0%

$2,626-100.0%

Participant deferral / active EE

$3,400-100.0%

$4,323-100.0%

$4,350-100.0%

Admin fee / account holder

$35

$1,492-97.7%

$7,360-99.5%

$1,946-98.2%

Provider

Service type

Compensation

MMA SECURITIES LLC1 year

Service code 27 · EIN 22-3570392

Advisory (Plan)

$4,464

STANCORP FINANCIAL GROUP1 year

Service code 12 · EIN 93-1253576

Sub-transfer agency fees; Custodial (...

$2,380

CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR ENERGY AND ENVIRONMENT 401(A) 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