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 (2021) 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 2021

1611 CONNECTICUT AVE NW STE 400 - WASHINGTON, DC 200091033202-810-7844cepr.netLinkedIn11-50 employeesthink tanks

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2.3M

+23.8% from 2020

Total participants

+16.1% from 2020

Average account balance

-100.0% from 2020

Annual return

13.14%

-0.42 pp from 2020

Benchmarks

See 8,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,919 peers

Snapshot2021

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

$25

$1 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.001%

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

$65,440-100.0%

$98,506-100.0%

$85,851-100.0%

Participation rate

0.0%

65.0%-65.0pp

73.3%-73.3pp

69.3%-69.3pp

Annual return

13.14%

21.75%-8.6pp

1494.92%-1481.8pp

318.63%-305.5pp

Employer contribution / active EE

$2,169-100.0%

$2,961-100.0%

$2,565-100.0%

Participant deferral / active EE

$6,802

$3,168+114.7%

$4,277+59.0%

$3,952+72.1%

Admin fee / account holder

$4,596-100.0%

$5,955-100.0%

$6,261-100.0%

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