Retirement plan

403B THRIFT PLAN OF GREEN & HEALTHY HOMES INITIATIVE, INC.

Name: GREEN & HEALTHY HOMES INITIATIVE, I NC. - 403B THRIFT PLAN OF GREEN & HEALTHY HOMES INITIATIVE, INC. (2016) Form 5500
Creator: GREEN & HEALTHY HOMES INITIATIVE, I NC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403B THRIFT PLAN OF GREEN & HEALTHY HOMES INITIATIVE, INC., GREEN & HEALTHY HOMES INITIATIVE, I NC.

GREEN & HEALTHY HOMES INITIATIVE, I NC.EIN 52-1786577Plan #001PY 2016

2714 HUDSON ST - BALTIMORE, MD 212244716410-534-6447greenandhealthyhomes.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$20,786

No prior year

Annual return

26.05%

No prior year

Benchmarks

See 3,584 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,584 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.62M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

120.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$394K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16983

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 codes2F2T2E2G2M

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$25K

$609 / participant

Other / not subdivided$25K100.0%

% of EOY assets

2.401%

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

$20,786

$43,075-51.7%

$74,577-72.1%

$62,881-66.9%

Participation rate

97.6%

58.1%+39.5pp

68.1%+29.4pp

69.3%+28.3pp

Annual return

26.05%

17.50%+8.5pp

20.47%+5.6pp

20.14%+5.9pp

Employer contribution / active EE

$1,122

$1,498-25.1%

$2,525-55.6%

$2,281-50.8%

Participant deferral / active EE

$3,696

$2,389+54.7%

$3,458+6.9%

$3,203+15.4%

Admin fee / account holder

$499

$2,840-82.4%

$4,138-87.9%

$4,296-88.4%

403B THRIFT PLAN OF GREEN & HEALTHY HOMES INITIATIVE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403B THRIFT PLAN OF GREEN & HEALTHY HOMES INITIATIVE, INC.

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