Retirement plan

THE COMMUNITY THEATRE OF CEDAR RAPIDS, INC. 403(B)

Name: COMMUNITY THEATRE OF CEDAR RAPIDS - THE COMMUNITY THEATRE OF CEDAR RAPIDS, INC. 403(B) (2019) Form 5500
Creator: COMMUNITY THEATRE OF CEDAR RAPIDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COMMUNITY THEATRE OF CEDAR RAPIDS, INC. 403(B), COMMUNITY THEATRE OF CEDAR RAPIDS

COMMUNITY THEATRE OF CEDAR RAPIDSEIN 42-0890913Plan #001PY 2019

102 3RD ST SE - CEDAR RAPIDS, IA 524011210319-366-8592

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$727K

+17.0% from 2018

Total participants

-9.5% from 2018

Average account balance

$38,280

+29.3% from 2018

Annual return

23.66%

+32.56 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$457K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

46.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+15.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$999

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 codes2G2M

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$87K

$10839 / participant

Other / not subdivided$87K100.0%

% of EOY assets

11.923%

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

$38,280

$176,688-78.3%

$130,660-70.7%

$152,885-75.0%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

23.66%

2693.08%-2669.4pp

1709.29%-1685.6pp

345.39%-321.7pp

Employer contribution / active EE

$1,568

$5,743-72.7%

$4,092-61.7%

$4,763-67.1%

Participant deferral / active EE

$3,940

$4,362-9.7%

$3,603+9.4%

$5,851-32.7%

Admin fee / account holder

$4,564

$7,131-36.0%

$5,463-16.5%

$11,598-60.6%

THE COMMUNITY THEATRE OF CEDAR RAPIDS, INC. 403(B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COMMUNITY THEATRE OF CEDAR RAPIDS, INC. 403(B)

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