Retirement plan

403(B) THRIFT PLAN OF DOMESTIC VIOLENCE CRISIS CENTER, INC.

Name: DOMESTIC VIOLENCE CRISIS CENTER, INC. - 403(B) THRIFT PLAN OF DOMESTIC VIOLENCE CRISIS CENTER, INC. (2018) Form 5500
Creator: DOMESTIC VIOLENCE CRISIS CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF DOMESTIC VIOLENCE CRISIS CENTER, INC., DOMESTIC VIOLENCE CRISIS CENTER, INC.

DOMESTIC VIOLENCE CRISIS CENTER, INC.EIN 45-0343834Plan #001PY 2018

PO BOX 881 - MINOT, ND 587020881701-852-2258LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$352K

-5.2% from 2017

Total participants

+6.7% from 2017

Average account balance

$21,998

-11.1% from 2017

Annual return

-6.68%

-29.44 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$467K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$515

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 codes2F2T

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).
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.

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

$43K

$3101 / participant

Other / not subdivided$43K100.0%

% of EOY assets

12.334%

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

$21,998

$180,466-87.8%

$154,114-85.7%

$135,382-83.8%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.68%

888.15%-894.8pp

735.16%-741.8pp

519.77%-526.4pp

Employer contribution / active EE

$1,209

$6,035-80.0%

$5,298-77.2%

$4,779-74.7%

Participant deferral / active EE

$2,265

$5,806-61.0%

$5,081-55.4%

$5,609-59.6%

Admin fee / account holder

$2,713

$16,144-83.2%

$13,411-79.8%

$10,829-74.9%

403(B) THRIFT PLAN OF DOMESTIC VIOLENCE CRISIS CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF DOMESTIC VIOLENCE CRISIS CENTER, INC.

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