Retirement plan

403(B) THRIFT PLAN OF H STREET COMMUNITY DEVELOPMENT CORPORATION

Name: H STREET COMMUNITY DEVELOPMENT CORP ORATION - 403(B) THRIFT PLAN OF H STREET COMMUNITY DEVELOPMENT CORPORATION (2016) Form 5500
Creator: H STREET COMMUNITY DEVELOPMENT CORP ORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF H STREET COMMUNITY DEVELOPMENT CORPORATION, H STREET COMMUNITY DEVELOPMENT CORP ORATION

H STREET COMMUNITY DEVELOPMENT CORP ORATIONEIN 52-1356903Plan #001PY 2016

916 PENNSYLVANIA AVE SE - WASHINGTON, DC 20003202-544-8353

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$559K

No prior year

Total participants

No prior year

Average account balance

$93,127

No prior year

Annual return

-1.55%

No prior year

Benchmarks

See 310 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort310 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$824K

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

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

+6.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40145

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 codes2L2G

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

Expense breakdown

Schedule H Part II

Admin total

$33K

$6657 / participant

Other / not subdivided$33K100.0%

% of EOY assets

5.957%

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

$93,127

$52,379+77.8%

$46,225+101.5%

$273,972-66.0%

Participation rate

80.0%

84.0%-4.0pp

79.5%+0.5pp

83.0%-3.0pp

Annual return

-1.55%

7.23%-8.8pp

7.57%-9.1pp

41.46%-43.0pp

Employer contribution / active EE

$13,342

$4,226+215.7%

$3,424+289.7%

$4,869+174.0%

Participant deferral / active EE

$9,398

$4,660+101.7%

$3,776+148.9%

$5,287+77.8%

Admin fee / account holder

$5,548

$4,652+19.2%

$3,519+57.6%

$10,133-45.2%

403(B) THRIFT PLAN OF H STREET COMMUNITY DEVELOPMENT CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF H STREET COMMUNITY DEVELOPMENT CORPORATION

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