Retirement plan

CENTER FOR DEATH PENALTY LITIGATION 403(B) PLAN

Name: CENTER FOR DEATH PENALTY LITIGATION - CENTER FOR DEATH PENALTY LITIGATION 403(B) PLAN (2020) Form 5500
Creator: CENTER FOR DEATH PENALTY LITIGATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR DEATH PENALTY LITIGATION 403(B) PLAN, CENTER FOR DEATH PENALTY LITIGATION

CENTER FOR DEATH PENALTY LITIGATIONEIN 56-1939274Plan #001PY 2020

123 W. MAIN ST, SUITE 700 - DURHAM, NC 27701919-956-9545cdpl.orgLinkedIn11-50 employeeslegal services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+4.2% from 2019

Total participants

-40.0% from 2019

Average account balance

$112,520

-23.6% from 2019

Annual return

3.35%

-0.73 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.71M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

126.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$280K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15245

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 codes2E2F2G2L3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$181K

$8633 / participant

Other / not subdivided$181K100.0%

% of EOY assets

5.371%

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

$112,520

$165,361-32.0%

$149,715-24.8%

$158,950-29.2%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

3.35%

348.24%-344.9pp

276.66%-273.3pp

302.91%-299.6pp

Employer contribution / active EE

$6,048

$5,103+18.5%

$4,645+30.2%

$4,762+27.0%

Participant deferral / active EE

$3,849

$7,182-46.4%

$6,842-43.7%

$5,983-35.7%

Admin fee / account holder

$6,043

$10,808-44.1%

$9,310-35.1%

$11,248-46.3%

CENTER FOR DEATH PENALTY LITIGATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR DEATH PENALTY LITIGATION 403(B) 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