Retirement plan

THE SENTENCING PROJECT 403(B) PLAN

Name: THE SENTENCING PROJECT - THE SENTENCING PROJECT 403(B) PLAN (2017) Form 5500
Creator: THE SENTENCING PROJECT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SENTENCING PROJECT 403(B) PLAN, THE SENTENCING PROJECT

THE SENTENCING PROJECTEIN 52-1472546Plan #001PY 2017

1705 DESALES STREET NW - 8TH FL - WASHINGTON, DC 20036202-628-0871sentencingproject.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+21.0% from 2016

Total participants

-5.6% from 2016

Average account balance

$128,210

+21.0% from 2016

Annual return

17.66%

+9.17 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$242K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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)

$27055

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 codes2F2G2M

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$42K

$4239 / participant

Other / not subdivided$42K100.0%

% of EOY assets

2.362%

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

$128,210

$99,031+29.5%

$86,597+48.1%

$147,585-13.1%

Participation rate

70.0%

76.3%-6.3pp

73.5%-3.5pp

82.8%-12.8pp

Annual return

17.66%

1312.56%-1294.9pp

964.96%-947.3pp

578.57%-560.9pp

Employer contribution / active EE

$2,352

$3,132-24.9%

$2,840-17.2%

$4,876-51.8%

Participant deferral / active EE

$5,518

$3,972+38.9%

$3,609+52.9%

$5,439+1.4%

Admin fee / account holder

$3,028

$5,711-47.0%

$4,906-38.3%

$10,885-72.2%

THE SENTENCING PROJECT 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SENTENCING PROJECT 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