Retirement plan

THE CENTER FOR PUBLIC INTEGRITY 403(B) RETIREMENT PLAN

Name: THE CENTER FOR PUBLIC INTEGRITY - THE CENTER FOR PUBLIC INTEGRITY 403(B) RETIREMENT PLAN (2015) Form 5500
Creator: THE CENTER FOR PUBLIC INTEGRITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CENTER FOR PUBLIC INTEGRITY 403(B) RETIREMENT PLAN, THE CENTER FOR PUBLIC INTEGRITY

THE CENTER FOR PUBLIC INTEGRITYEIN 54-1512177Plan #002PY 2015

910 17TH ST NW FL 7 - WASHINGTON, DC 200062601202-466-1300

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

No prior year

Total participants

No prior year

Average account balance

$47,995

No prior year

Annual return

-0.20%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.03M

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$75K

$1536 / participant

Other / not subdivided$75K100.0%

% of EOY assets

2.412%

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

$47,995

$45,152+6.3%

$73,835-35.0%

$59,633-19.5%

Participation rate

93.9%

64.0%+29.9pp

73.4%+20.4pp

68.7%+25.2pp

Annual return

-0.20%

27.40%-27.6pp

2268.13%-2268.3pp

2041.40%-2041.6pp

Employer contribution / active EE

$3,223

$1,901+69.5%

$2,788+15.6%

$2,203+46.3%

Participant deferral / active EE

$5,905

$2,573+129.5%

$3,583+64.8%

$3,192+85.0%

Admin fee / account holder

$1,158

$3,515-67.1%

$4,880-76.3%

$4,297-73.1%

THE CENTER FOR PUBLIC INTEGRITY 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CENTER FOR PUBLIC INTEGRITY 403(B) RETIREMENT 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