Retirement plan

CHRISTINA CULTURAL ARTS CENTER EMPLOYEE PENSION PLAN

Name: CHRISTINA CULTURAL ARTS CENTER - CHRISTINA CULTURAL ARTS CENTER EMPLOYEE PENSION PLAN (2018) Form 5500
Creator: CHRISTINA CULTURAL ARTS CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTINA CULTURAL ARTS CENTER EMPLOYEE PENSION PLAN, CHRISTINA CULTURAL ARTS CENTER

CHRISTINA CULTURAL ARTS CENTEREIN 51-0064300Plan #002PY 2018

705 NORTH MARKET STREET - WILMINGTON, DE 198013008302-652-0101ccacde.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$171K

-6.2% from 2017

Total participants

+13.3% from 2017

Average account balance

$21,374

+5.5% from 2017

Annual return

-6.20%

-18.87 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$110K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

63.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$408

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

+8.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3077

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 codes2E2T2F2G2J3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$670

$48 / participant

Other / not subdivided$670100.0%

% of EOY assets

0.392%

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

$21,374

$158,852-86.5%

$121,220-82.4%

$135,380-84.2%

Participation rate

35.7%

79.3%-43.6pp

71.8%-36.0pp

82.6%-46.9pp

Annual return

-6.20%

-0.64%-5.6pp

16.94%-23.1pp

519.81%-526.0pp

Employer contribution / active EE

$5,666-100.0%

$4,023-100.0%

$4,779-100.0%

Participant deferral / active EE

$4,006-100.0%

$3,345-100.0%

$5,609-100.0%

Admin fee / account holder

$84

$6,515-98.7%

$5,021-98.3%

$10,828-99.2%

CHRISTINA CULTURAL ARTS CENTER EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTINA CULTURAL ARTS CENTER EMPLOYEE PENSION 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