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 (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.5M

+30.6% from 2018

Total participants

+6.9% from 2018

Average account balance

$48,924

+22.2% from 2018

Annual return

19.94%

+26.61 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$107 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.134%

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

$48,924

$103,038-52.5%

$90,324-45.8%

$152,909-68.0%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

19.94%

95.25%-75.3pp

78.15%-58.2pp

345.46%-325.5pp

Employer contribution / active EE

$3,141-100.0%

$2,856-100.0%

$4,764-100.0%

Participant deferral / active EE

$6,640

$4,282+55.1%

$3,885+70.9%

$5,851+13.5%

Admin fee / account holder

$66

$6,177-98.9%

$5,356-98.8%

$11,601-99.4%

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