Retirement plan

EMPLOYEE BENEFIT PLAN OF NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS

Name: NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC - EMPLOYEE BENEFIT PLAN OF NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS (2017) Form 5500
Creator: NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS, NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC

NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INCEIN 56-1729407Plan #002PY 2017

5800 FARINGDON PLACE - RALEIGH, NC 276093930919-790-1555LinkedIn1-10 employeesinternational trade and development

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+0.4% from 2016

Total participants

+13.0% from 2016

Average account balance

$83,433

-11.2% from 2016

Annual return

16.56%

-17.76 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.24M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

115

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$807K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5490

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 9-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 codes2F2E2G3D

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.
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

$484K

$26902 / participant

Other / not subdivided$484K100.0%

% of EOY assets

22.323%

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

$83,433

$198,466-58.0%

$170,442-51.0%

$147,584-43.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.56%

257.29%-240.7pp

205.93%-189.4pp

578.55%-562.0pp

Employer contribution / active EE

$1,485

$6,184-76.0%

$5,433-72.7%

$4,876-69.6%

Participant deferral / active EE

$3,986

$5,629-29.2%

$4,939-19.3%

$5,439-26.7%

Admin fee / account holder

$18,625

$16,852+10.5%

$13,880+34.2%

$10,885+71.1%

EMPLOYEE BENEFIT PLAN OF NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS

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