Retirement plan

403(B) THRIFT PLAN OF COMPASSION IN WORLD FARMING, INC.

Name: COMPASSION IN WORLD FARMING, INC. - 403(B) THRIFT PLAN OF COMPASSION IN WORLD FARMING, INC. (2020) Form 5500
Creator: COMPASSION IN WORLD FARMING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF COMPASSION IN WORLD FARMING, INC., COMPASSION IN WORLD FARMING, INC.

COMPASSION IN WORLD FARMING, INC.EIN 46-1822635Plan #001PY 2020

125 E TRINITY PL STE 206 - DECATUR, GA 300303360678-902-2493ciwf.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$139K

+69.4% from 2019

Total participants

+25.0% from 2019

Average account balance

$7,310

+42.7% from 2019

Annual return

33.55%

+3.99 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

$481K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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

$76K

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

+20.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 codes2F2G2T

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.
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

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

$3K

$265 / participant

Other / not subdivided$3K100.0%

% of EOY assets

2.484%

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

$7,310

$100,911-92.8%

$90,440-91.9%

$158,966-95.4%

Participation rate

92.3%

75.0%+17.3pp

72.7%+19.6pp

82.0%+10.3pp

Annual return

33.55%

1726.62%-1693.1pp

1294.38%-1260.8pp

302.95%-269.4pp

Employer contribution / active EE

$983

$3,690-73.4%

$3,263-69.9%

$4,762-79.4%

Participant deferral / active EE

$1,537

$4,348-64.7%

$3,964-61.2%

$5,983-74.3%

Admin fee / account holder

$182

$6,507-97.2%

$5,615-96.8%

$11,250-98.4%

403(B) THRIFT PLAN OF COMPASSION IN WORLD FARMING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF COMPASSION IN WORLD FARMING, 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