Retirement plan

CENTER FOR ENERGY AND ENVIRONMENT TAX DEFERRED ANNUITY PLAN

Name: CENTER FOR ENERGY AND ENVIRONMENT - CENTER FOR ENERGY AND ENVIRONMENT TAX DEFERRED ANNUITY PLAN (2020) 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 TAX DEFERRED ANNUITY PLAN, CENTER FOR ENERGY AND ENVIRONMENT

CENTER FOR ENERGY AND ENVIRONMENTEIN 41-1647799Plan #004PY 2020

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

Other plans on this EIN

1 filing

#003Retirement-$12.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.4M

+17.4% from 2019

Total participants

195

+4.3% from 2019

Average account balance

$97,370

+16.6% from 2019

Annual return

14.74%

-9.00 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.08M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

300

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$51

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.

Start for $4.99 See plans

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 codes2F2G2L3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$297

$2 / participant

Contract admin$297100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410749746
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,370

$66,124+47.3%

$90,404+7.7%

$73,488+32.5%

Participation rate

70.4%

69.7%+0.8pp

72.7%-2.2pp

70.7%-0.2pp

Annual return

14.74%

17.65%-2.9pp

1293.02%-1278.3pp

28.51%-13.8pp

Employer contribution / active EE

$2,346-100.0%

$3,262-100.0%

$2,270-100.0%

Participant deferral / active EE

$4,140

$3,039+36.2%

$3,963+4.5%

$3,740+10.7%

Admin fee / account holder

$396-99.5%

$5,611-100.0%

$513-99.6%

CENTER FOR ENERGY AND ENVIRONMENT TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR ENERGY AND ENVIRONMENT TAX DEFERRED ANNUITY 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