Retirement plan

THE FOUNDATION FOR A HEALTHY HIGH POINT 403(B) PLAN

Name: HIGH POINT COMMUNITY HEALTH FUND, INC. - THE FOUNDATION FOR A HEALTHY HIGH POINT 403(B) PLAN (2016) Form 5500
Creator: HIGH POINT COMMUNITY HEALTH FUND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FOUNDATION FOR A HEALTHY HIGH POINT 403(B) PLAN, HIGH POINT COMMUNITY HEALTH FUND, INC.

HIGH POINT COMMUNITY HEALTH FUND, INC.EIN 46-2174223Plan #001PY 2016

501 NORTH MAIN STREET, SUITE 2-B - HIGH POINT, NC 27260336-822-7740healthyhighpoint.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34K

No prior year

Total participants

No prior year

Average account balance

$17,144

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 30,921 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,921 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$457K

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+20.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$408

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2L2C2F2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$30

$15 / participant

Other / not subdivided$30100.0%

% of EOY assets

0.087%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,144

$90,503-81.1%

$78,689-78.2%

$273,961-93.7%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

0.00%

75.60%-75.6pp

62.18%-62.2pp

41.45%-41.5pp

Employer contribution / active EE

$3,706

$3,176+16.7%

$2,851+30.0%

$4,869-23.9%

Participant deferral / active EE

$12,671

$3,901+224.8%

$3,517+260.3%

$5,287+139.7%

Admin fee / account holder

$15

$5,263-99.7%

$4,510-99.7%

$10,132-99.9%

THE FOUNDATION FOR A HEALTHY HIGH POINT 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE FOUNDATION FOR A HEALTHY HIGH POINT 403(B) PLAN

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