Retirement plan

EMPLOYEE BENEFIT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC.

Name: NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC. - EMPLOYEE BENEFIT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC. (2022) Form 5500
Creator: NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC., NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC.

NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC.EIN 52-1007666Plan #002PY 2022

25 E 20TH ST STE 170 - BALTIMORE, MD 212186038410-327-1200

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$953K

-3.9% from 2021

Total participants

+10.0% from 2021

Average account balance

$30,743

-10.1% from 2021

Annual return

-20.37%

-42.51 pp from 2021

Benchmarks

See 19,711 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,711 peers

Snapshot2022

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

103.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4457

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 9-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 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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$203 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.702%

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

$30,743

$73,867-58.4%

$143,757-78.6%

$68,494-55.1%

Participation rate

93.9%

66.7%+27.3pp

80.3%+13.6pp

67.9%+26.1pp

Annual return

-20.37%

1.01%-21.4pp

-0.04%-20.3pp

-7.84%-12.5pp

Employer contribution / active EE

$2,357

$3,184-26.0%

$4,951-52.4%

$2,596-9.2%

Participant deferral / active EE

$2,787

$3,384-17.7%

$5,637-50.6%

$4,027-30.8%

Admin fee / account holder

$216

$5,755-96.3%

$14,673-98.5%

$5,403-96.0%

EMPLOYEE BENEFIT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF BALTIMORE, 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