Retirement plan

NATIONAL LOW INCOME HOUSING COALITION RETIREMENT AND EMPLOYEE SAVINGS PLAN

Name: NATIONAL LOW INCOME HOUSING COALITION - NATIONAL LOW INCOME HOUSING COALITION RETIREMENT AND EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: NATIONAL LOW INCOME HOUSING COALITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL LOW INCOME HOUSING COALITION RETIREMENT AND EMPLOYEE SAVINGS PLAN, NATIONAL LOW INCOME HOUSING COALITION

NATIONAL LOW INCOME HOUSING COALITIONEIN 52-1089824Plan #001PY 2016

100 VERMONT AVE, NW STE 500 - WASHINGTON, DC 200052168202-662-1530nlihc.orgLinkedIn11-50 employeespublic policy

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$1.3M

-13.7% from 2015

Total participants

-2.0% from 2015

Average account balance

$26,631

-17.3% from 2015

Annual return

8.23%

+8.51 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.93M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

158.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$508K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3872

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 codes2F2G2L2M2T

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$494K

$30889 / participant

Other / not subdivided$494K100.0%

% of EOY assets

37.873%

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

$26,631

$181,896-85.4%

$156,551-83.0%

$273,972-90.3%

Participation rate

93.8%

88.4%+5.4pp

84.0%+9.7pp

83.0%+10.7pp

Annual return

8.23%

30.74%-22.5pp

32.23%-24.0pp

41.46%-33.2pp

Employer contribution / active EE

$2,790

$6,248-55.3%

$5,501-49.3%

$4,869-42.7%

Participant deferral / active EE

$7,247

$5,550+30.6%

$4,871+48.8%

$5,287+37.1%

Admin fee / account holder

$10,086

$15,560-35.2%

$13,028-22.6%

$10,133-0.5%

NATIONAL LOW INCOME HOUSING COALITION RETIREMENT AND EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL LOW INCOME HOUSING COALITION 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