Retirement plan

403(B) THRIFT PLAN OF THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION

Name: THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION - 403(B) THRIFT PLAN OF THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION (2020) Form 5500
Creator: THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION, THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION

THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATIONEIN 45-4597425Plan #001PY 2020

680 E COLORADO BLVD STE 180 - PASADENA, CA 911016144626-583-4674

Prospect flagsHigh feesLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$325K

+6.8% from 2019

Total participants

-18.2% from 2019

Average account balance

$36,159

+30.5% from 2019

Annual return

8.20%

-14.16 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$358K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+14.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2316

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 codes2F2G2S2T

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.
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

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$57K

$11321 / participant

Other / not subdivided$57K100.0%

% of EOY assets

17.394%

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

$36,159

$100,911-64.2%

$90,440-60.0%

$158,966-77.3%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

8.20%

1726.62%-1718.4pp

1294.38%-1286.2pp

302.95%-294.7pp

Employer contribution / active EE

$3,690-100.0%

$3,263-100.0%

$4,762-100.0%

Participant deferral / active EE

$10,439

$4,348+140.1%

$3,964+163.4%

$5,983+74.5%

Admin fee / account holder

$6,290

$6,507-3.3%

$5,615+12.0%

$11,250-44.1%

403(B) THRIFT PLAN OF THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION

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