Retirement plan

403(B) THRIFT PLAN OF COMMUNITY VIOLENCE INTERVENTION CENTER, INC.

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

COMMUNITY VIOLENCE INTERVENTION CENTER, INC.EIN 45-0359167Plan #001PY 2018

211 S 4TH ST - GRAND FORKS, ND 582014737701-746-0405cviconline.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-8.2% from 2017

Total participants

+26.7% from 2017

Average account balance

$23,713

-29.2% from 2017

Annual return

-7.74%

-22.55 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$252K

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

+16.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2240

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 codes2F2S2T

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$157K

$4757 / participant

Other / not subdivided$157K100.0%

% of EOY assets

11.615%

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

$23,713

$75,962-68.8%

$154,108-84.6%

$64,173-63.0%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-7.74%

30.32%-38.1pp

735.21%-742.9pp

7.63%-15.4pp

Employer contribution / active EE

$1,250

$3,350-62.7%

$5,298-76.4%

$2,381-47.5%

Participant deferral / active EE

$3,278

$3,175+3.2%

$5,081-35.5%

$3,470-5.5%

Admin fee / account holder

$2,754

$5,589-50.7%

$13,411-79.5%

$4,887-43.6%

403(B) THRIFT PLAN OF COMMUNITY VIOLENCE INTERVENTION CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF COMMUNITY VIOLENCE INTERVENTION 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