Retirement plan

NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN

Name: NORTH CAROLINA EARLY CHILDHOOD FOUNDATION - NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN (2015) Form 5500
Creator: NORTH CAROLINA EARLY CHILDHOOD FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN, NORTH CAROLINA EARLY CHILDHOOD FOUNDATION

NORTH CAROLINA EARLY CHILDHOOD FOUNDATIONEIN 45-3971534Plan #001PY 2015

907 GLENWOOD AVENUE - RALEIGH, NC 27605919-987-1370buildthefoundation.orgLinkedIn1-10 employeespublic policy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$172K

No prior year

Total participants

No prior year

Average account balance

$43,067

No prior year

Annual return

-0.68%

No prior year

Benchmarks

See 4,198 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,198 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$736K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$363

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 codes2E2F2J2T3D

Plan features

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).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

0 tripped

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

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

$43,067

$64,311-33.0%

$57,356-24.9%

$125,389-65.7%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

83.2%+16.8pp

Annual return

-0.68%

25.14%-25.8pp

24.41%-25.1pp

282.24%-282.9pp

Employer contribution / active EE

$6,407

$3,193+100.7%

$2,689+138.3%

$4,866+31.7%

Participant deferral / active EE

$10,534

$3,846+173.9%

$3,162+233.2%

$5,352+96.8%

Admin fee / account holder

$5,243-100.0%

$3,357-100.0%

$9,541-100.0%

NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion