Retirement plan

CHP 403(B) EMPLOYEE RETIREMENT PLAN

Name: COMMUNITY HOUSING PARTNERS CORPORATION - CHP 403(B) EMPLOYEE RETIREMENT PLAN (2019) Form 5500
Creator: COMMUNITY HOUSING PARTNERS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHP 403(B) EMPLOYEE RETIREMENT PLAN, COMMUNITY HOUSING PARTNERS CORPORATION

COMMUNITY HOUSING PARTNERS CORPORATIONEIN 54-1023025Plan #002PY 2019

448 DEPOT STREET, NE - CHRISTIANSBURG, VA 24073540-382-2002communityhousingpartners.orgLinkedIn201-500 employeesreal estate

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 18, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$11.8M

+27.5% from 2018

Total participants

540

-17.2% from 2018

Average account balance

$21,822

+53.9% from 2018

Annual return

22.31%

+29.48 pp from 2018

Benchmarks

See 873 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort873 peers

Snapshot2019

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Analytics

Total assets (EOY)

Plan-year ending balance

$19.71M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

668

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.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$229

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

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE5+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$90,494
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004	Other Commissions	$23,772
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 99 1011 REAMS FLEMING BLVD. · FRANKLIN, TN 37064	Other Fees	$12,500
EPIC RETIREMENT PLAN SERVICES2 years Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13	Contract Administrator	$10,328
EPIC RETIREMENT PLAN SERVICES1 year Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISLER DRIVE · CARY, NC 27518	Contract Administrator	$10,183
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025	Contract Administrator	$1,055
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER RETIREMENT ADVISORY SRVS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$316

Plan features & details

Pension benefit codes2M2S3H2E2F2G2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$115K

$310 / participant

Contract admin$95K82.7%
Other / not subdivided$20K17.3%

% of EOY assets

0.972%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,822

$54,237-59.8%

$90,281-75.8%

$67,579-67.7%

Participation rate

100.0%

68.6%+31.4pp

73.3%+26.7pp

71.3%+28.7pp

Annual return

22.31%

37.27%-15.0pp

78.10%-55.8pp

378.56%-356.2pp

Employer contribution / active EE

$2,107

$1,846+14.1%

$2,854-26.2%

$2,148-1.9%

Participant deferral / active EE

$1,960

$2,625-25.3%

$3,885-49.5%

$3,539-44.6%

Admin fee / account holder

$212

$123+71.9%

$5,351-96.0%

$142+49.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE5+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$90,494

MORGAN STANLEY SMITH BARNEY5+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 55

1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004

Other Commissions

$23,772

THE LAMPO GROUP, INC.1 year

Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR

Service code 99

1011 REAMS FLEMING BLVD. · FRANKLIN, TN 37064

Other Fees

$12,500

EPIC RETIREMENT PLAN SERVICES2 years

Filed as: RETIREMENT PLAN SOLUTIONS INC

Service code 13

Contract Administrator

$10,328

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: RETIREMENT PLAN SOLUTIONS, INC.

Service code 13

535 KEISLER DRIVE · CARY, NC 27518

Contract Administrator

$10,183

ASCENSUS LLC2 years

Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS

Service code 13

200 DRYDEN RD · DRESHER, PA 19025

Contract Administrator

$1,055

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER RETIREMENT ADVISORY SRVS

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$316

CHP 403(B) EMPLOYEE RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHP 403(B) EMPLOYEE RETIREMENT PLAN

Top hat statement on fileNQDC

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