Retirement plan

PEE DEE COALITION AGAINST DOMESTIC & SEXUAL ASSAULT 403(B) PLAN

Name: PEE DEE COALITION - PEE DEE COALITION AGAINST DOMESTIC & SEXUAL ASSAULT 403(B) PLAN (2016) Form 5500
Creator: PEE DEE COALITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEE DEE COALITION AGAINST DOMESTIC & SEXUAL ASSAULT 403(B) PLAN, PEE DEE COALITION

PEE DEE COALITIONEIN 57-0830844Plan #001PY 2016

220 SOUTH IRBY STREET, P.O. BOX 1351 - FLORENCE, SC 29503843-669-4694LinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$823K

No prior year

Total participants

No prior year

Average account balance

$58,817

No prior year

Annual return

1.54%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

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

+12.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2150

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 codes2F2G2M3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

$5K

$368 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.625%

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

$58,817

$90,484-35.0%

$78,675-25.2%

$273,970-78.5%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

1.54%

75.62%-74.1pp

62.19%-60.6pp

41.46%-39.9pp

Employer contribution / active EE

$426

$3,175-86.6%

$2,850-85.1%

$4,869-91.2%

Participant deferral / active EE

$2,041

$3,901-47.7%

$3,517-42.0%

$5,287-61.4%

Admin fee / account holder

$368

$5,263-93.0%

$4,510-91.9%

$10,132-96.4%

PEE DEE COALITION AGAINST DOMESTIC & SEXUAL ASSAULT 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEE DEE COALITION AGAINST DOMESTIC & SEXUAL ASSAULT 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