Retirement plan

COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 403(B) PLAN

Name: COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. - COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 403(B) PLAN (2018) Form 5500
Creator: COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 403(B) PLAN, COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC.

COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC.EIN 52-1326014Plan #001PY 2018

1324 BELMONT AVENUE STE 401 - SALISBURY, MD 218044558410-742-9911cfes.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$458K

+13.3% from 2017

Total participants

0.0% from 2017

Average account balance

$38,183

+13.3% from 2017

Annual return

4.47%

-9.96 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 codes2G2M2R

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$16K

$1792 / participant

Other / not subdivided$16K100.0%

% of EOY assets

3.521%

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

$38,183

$90,607-57.9%

$79,467-52.0%

$135,380-71.8%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

4.47%

977.74%-973.3pp

718.30%-713.8pp

519.81%-515.3pp

Employer contribution / active EE

$3,413

$3,068+11.3%

$2,800+21.9%

$4,779-28.6%

Participant deferral / active EE

$2,328

$4,050-42.5%

$3,704-37.2%

$5,609-58.5%

Admin fee / account holder

$1,344

$5,895-77.2%

$5,104-73.7%

$10,828-87.6%

COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC. 403(B) 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