Retirement plan

CENTER FOR ENERGY AND ENVIRONMENT PROFIT SHARING PLAN

Name: CENTER FOR ENERGY AND ENVIRONMENT - CENTER FOR ENERGY AND ENVIRONMENT PROFIT SHARING PLAN (2023) 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 PROFIT SHARING PLAN, CENTER FOR ENERGY AND ENVIRONMENT

CENTER FOR ENERGY AND ENVIRONMENTEIN 41-1647799Plan #003PY 2023

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-$16.8M assets

Prospect flagsFailed to provide benefit

How to read this page

Total assets (EOY)

$15.1M

+24.8% from 2022

Total participants

227

+14.6% from 2022

Average account balance

$67,141

+9.3% from 2022

Annual return

19.21%

+37.96 pp from 2022

Benchmarks

See 1,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,919 peers

Snapshot2023

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

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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

See the 10-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.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN REALTY ADVISORS1 year Filed as: MUTUAL OF AMERICAN INVESTMENT CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$73

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

1 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$280

$2 / participant

Recordkeeping$280100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,141

$58,264+15.2%

$86,612-22.5%

$71,457-6.0%

Participation rate

98.7%

65.0%+33.7pp

71.7%+27.0pp

67.9%+30.8pp

Annual return

19.21%

21.63%-2.4pp

591.07%-571.9pp

28.85%-9.6pp

Employer contribution / active EE

$5,491

$2,574+113.3%

$3,022+81.7%

$2,588+112.2%

Participant deferral / active EE

$3,436-100.0%

$4,438-100.0%

$4,289-100.0%

Admin fee / account holder

$1,057-99.9%

$5,614-100.0%

$1,587-99.9%

Provider

Service type

Compensation

AMERICAN REALTY ADVISORS1 year

Filed as: MUTUAL OF AMERICAN INVESTMENT CORP

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$73

CENTER FOR ENERGY AND ENVIRONMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR ENERGY AND ENVIRONMENT PROFIT SHARING 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