Retirement plan

THE CRANE INSTITUTE OF SUSTAINABILITY 403(B) PLAN

Name: THE CRANE INSTITUTE FOR SUSTAINABILITY - THE CRANE INSTITUTE OF SUSTAINABILITY 403(B) PLAN (2020) Form 5500
Creator: THE CRANE INSTITUTE FOR SUSTAINABILITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CRANE INSTITUTE OF SUSTAINABILITY 403(B) PLAN, THE CRANE INSTITUTE FOR SUSTAINABILITY

THE CRANE INSTITUTE FOR SUSTAINABILITYEIN 47-5094692Plan #001PY 2020

1 ELM STREET - MANCHESTER BY THE SEA, MA 01944978-578-0282LinkedIn1-10 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$557K

+28.9% from 2019

Total participants

-14.3% from 2019

Average account balance

$111,381

+28.9% from 2019

Annual return

16.75%

-6.48 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

$644K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$495

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 codes2E2F2G2L2T3D

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).
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.
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

$111,381

$100,938+10.3%

$90,461+23.1%

$158,982-29.9%

Participation rate

83.3%

75.0%+8.3pp

72.7%+10.6pp

82.0%+1.4pp

Annual return

16.75%

1727.20%-1710.5pp

1294.76%-1278.0pp

302.99%-286.2pp

Employer contribution / active EE

$8,729

$3,691+136.5%

$3,264+167.4%

$4,763+83.3%

Participant deferral / active EE

$4,350-100.0%

$3,964-100.0%

$5,983-100.0%

Admin fee / account holder

$6,510-100.0%

$5,617-100.0%

$11,252-100.0%

THE CRANE INSTITUTE OF SUSTAINABILITY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE CRANE INSTITUTE OF SUSTAINABILITY 403(B) 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