Retirement plan

TRIANGLE COMMUNITY FOUNDATION PLAN

Name: TRIANGLE COMMUNITY FOUNDATION - TRIANGLE COMMUNITY FOUNDATION PLAN (2017) Form 5500
Creator: TRIANGLE COMMUNITY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIANGLE COMMUNITY FOUNDATION PLAN, TRIANGLE COMMUNITY FOUNDATION

TRIANGLE COMMUNITY FOUNDATIONEIN 56-1380796Plan #001PY 2017

PO BOX 12729 - DURHAM, NC 27709919-474-8370trianglecf.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+32.5% from 2016

Total participants

-3.7% from 2016

Average account balance

$46,503

+37.6% from 2016

Annual return

16.43%

+18.83 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.39M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

173.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$313K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4786

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 codes2E2F2G2M2T3D

Plan features

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.
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.
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

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

$3K

$202 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.267%

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

$46,503

$99,011-53.0%

$86,582-46.3%

$147,586-68.5%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

16.43%

1312.75%-1296.3pp

965.08%-948.6pp

578.59%-562.2pp

Employer contribution / active EE

$5,048

$3,132+61.2%

$2,839+77.8%

$4,876+3.5%

Participant deferral / active EE

$4,302

$3,972+8.3%

$3,609+19.2%

$5,439-20.9%

Admin fee / account holder

$124

$5,709-97.8%

$4,904-97.5%

$10,886-98.9%

TRIANGLE COMMUNITY FOUNDATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIANGLE COMMUNITY FOUNDATION 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