Retirement plan

HOUSING AUTHORITY OF THE CITY OF FREDERICK MONEY PURCHASE PLAN

Name: HOUSING AUTHORITY OF THE CITY OF FREDERICK - HOUSING AUTHORITY OF THE CITY OF FREDERICK MONEY PURCHASE PLAN (2015) Form 5500
Creator: HOUSING AUTHORITY OF THE CITY OF FREDERICK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOUSING AUTHORITY OF THE CITY OF FREDERICK MONEY PURCHASE PLAN, HOUSING AUTHORITY OF THE CITY OF FREDERICK

HOUSING AUTHORITY OF THE CITY OF FREDERICKEIN 52-6001395Plan #001PY 2015

209 MADISON STREET - FREDERICK, MD 21701301-662-8173hacfrederick.orgLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

No prior year

Total participants

No prior year

Average account balance

$71,339

No prior year

Annual return

-0.86%

No prior year

Benchmarks

See 6,736 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,736 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.65M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

117.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$226K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8174

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$74K

$2966 / participant

Other / not subdivided$74K100.0%

% of EOY assets

3.584%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,339

$45,152+58.0%

$73,843-3.4%

$59,632+19.6%

Participation rate

100.0%

64.0%+36.0pp

73.4%+26.6pp

68.7%+31.3pp

Annual return

-0.86%

27.40%-28.3pp

2267.84%-2268.7pp

2041.28%-2042.1pp

Employer contribution / active EE

$3,120

$1,902+64.0%

$2,787+11.9%

$2,203+41.6%

Participant deferral / active EE

$3,120

$2,574+21.2%

$3,583-12.9%

$3,192-2.3%

Admin fee / account holder

$2,557

$3,516-27.3%

$4,880-47.6%

$4,297-40.5%

HOUSING AUTHORITY OF THE CITY OF FREDERICK MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOUSING AUTHORITY OF THE CITY OF FREDERICK MONEY PURCHASE 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