Retirement plan

INTERFAITH WORKS INC RETIREMENT AND EMPLOYEE SAVINGS PLAN

Name: INTERFAITH WORKS INC - INTERFAITH WORKS INC RETIREMENT AND EMPLOYEE SAVINGS PLAN (2015) Form 5500
Creator: INTERFAITH WORKS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERFAITH WORKS INC RETIREMENT AND EMPLOYEE SAVINGS PLAN, INTERFAITH WORKS INC

INTERFAITH WORKS INCEIN 52-1072684Plan #001PY 2015

114 W MONTGOMERY AVENUE - ROCKVILLE, MD 20850301-315-1098iworksmc.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

No prior year

Average account balance

$42,799

No prior year

Annual return

-0.81%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

138

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.

90.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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

1 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 codes2M2F2T2G3D

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.
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

$7K

$175 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.280%

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

$42,799

$75,832-43.6%

$147,618-71.0%

$59,633-28.2%

Participation rate

97.4%

71.6%+25.9pp

84.6%+12.8pp

68.7%+28.8pp

Annual return

-0.81%

0.37%-1.2pp

61.98%-62.8pp

2041.40%-2042.2pp

Employer contribution / active EE

$819

$3,485-76.5%

$5,565-85.3%

$2,203-62.8%

Participant deferral / active EE

$4,087

$3,131+30.6%

$4,895-16.5%

$3,192+28.1%

Admin fee / account holder

$120

$5,986-98.0%

$11,612-99.0%

$4,297-97.2%

INTERFAITH WORKS INC RETIREMENT AND EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERFAITH WORKS INC RETIREMENT AND EMPLOYEE SAVINGS 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