Retirement plan

CENTER FOR ECONOMIC AND POLICY RESEARCH TAX DEFERRED ANNUITY

Name: CENTER FOR ECONOMIC AND POLICY RESEARCH - CENTER FOR ECONOMIC AND POLICY RESEARCH TAX DEFERRED ANNUITY (2018) Form 5500
Creator: CENTER FOR ECONOMIC AND POLICY RESEARCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR ECONOMIC AND POLICY RESEARCH TAX DEFERRED ANNUITY, CENTER FOR ECONOMIC AND POLICY RESEARCH

CENTER FOR ECONOMIC AND POLICY RESEARCHEIN 52-2204029Plan #002PY 2018

1611 CONNECTICUT AVE NW STE 400 - WASHINGTON, DC 200091033202-293-5380cepr.netLinkedIn11-50 employeesthink tanks

Other plans on this EIN

1 filing

#001Retirement-$1.1M assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

+2.1% from 2017

Total participants

+11.5% from 2017

Average account balance

$40,033

-8.5% from 2017

Annual return

-6.66%

-22.71 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

$2.93M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

135.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$93

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 codes2F2G2J2L

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$27K

$1563 / participant

Other / not subdivided$27K100.0%

% of EOY assets

2.289%

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

$40,033

$90,607-55.8%

$79,467-49.6%

$135,380-70.4%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-6.66%

977.74%-984.4pp

718.30%-725.0pp

519.81%-526.5pp

Employer contribution / active EE

$3,068-100.0%

$2,800-100.0%

$4,779-100.0%

Participant deferral / active EE

$7,431

$4,050+83.5%

$3,704+100.6%

$5,609+32.5%

Admin fee / account holder

$916

$5,895-84.5%

$5,104-82.1%

$10,828-91.5%

CENTER FOR ECONOMIC AND POLICY RESEARCH TAX DEFERRED ANNUITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR ECONOMIC AND POLICY RESEARCH TAX DEFERRED ANNUITY

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