Retirement plan

RACE AND EQUALITY 403(B) PLAN

Name: INTERNATIONAL INSTITUTE ON RACE EQUALITY AND HUMAN RIGHTS - RACE AND EQUALITY 403(B) PLAN (2020) Form 5500
Creator: INTERNATIONAL INSTITUTE ON RACE EQUALITY AND HUMAN RIGHTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RACE AND EQUALITY 403(B) PLAN, INTERNATIONAL INSTITUTE ON RACE EQUALITY AND HUMAN RIGHTS

INTERNATIONAL INSTITUTE ON RACE EQUALITY AND HUMAN RIGHTSEIN 47-2348129Plan #001PY 2020

1625 MASSACHUSETTS AVE. NW, SUITE 450 - WASHINGTON, DC 20036202-733-5602raceandequality.orgLinkedIn1-10 employeespublic policy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$390K

+57.8% from 2019

Total participants

+16.7% from 2019

Average account balance

$27,863

+35.2% from 2019

Annual return

19.54%

-3.56 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

135.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2880

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 codes2F2G2L2T3D2M

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Expense breakdown

Schedule H Part II

Admin total

$300

$27 / participant

Other / not subdivided$300100.0%

% of EOY assets

0.077%

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

$27,863

$100,938-72.4%

$90,461-69.2%

$158,982-82.5%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

19.54%

1727.20%-1707.7pp

1294.76%-1275.2pp

302.99%-283.5pp

Employer contribution / active EE

$3,733

$3,691+1.1%

$3,264+14.4%

$4,763-21.6%

Participant deferral / active EE

$4,859

$4,350+11.7%

$3,964+22.6%

$5,983-18.8%

Admin fee / account holder

$21

$6,510-99.7%

$5,617-99.6%

$11,252-99.8%

RACE AND EQUALITY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RACE AND EQUALITY 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