Retirement plan

HHR HABITAT FOR HUMANITY 403(B) PLAN

Name: HILTON HEAD REGIONAL HABITAT FOR HU - HHR HABITAT FOR HUMANITY 403(B) PLAN (2024) Form 5500
Creator: HILTON HEAD REGIONAL HABITAT FOR HU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HHR HABITAT FOR HUMANITY 403(B) PLAN, HILTON HEAD REGIONAL HABITAT FOR HU

HILTON HEAD REGIONAL HABITAT FOR HUEIN 57-0916245Plan #001PY 2024

90 N MAIN ST STE C - HILTON HEAD ISLAND, SC 29926843-681-5864habitathhi.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$346K

+45.0% from 2023

Total participants

-17.6% from 2023

Average account balance

$13,302

+39.5% from 2023

Annual return

12.90%

-101.13 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$346K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

136.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$49

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 codes2S2M3D2G2F2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$1K

$66 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.365%

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

$13,302

$183,539-92.8%

$155,556-91.4%

$145,897-90.9%

Participation rate

89.5%

82.7%+6.8pp

78.2%+11.2pp

80.3%+9.2pp

Annual return

12.90%

61.31%-48.4pp

64.84%-51.9pp

552.29%-539.4pp

Employer contribution / active EE

$1,621

$5,315-69.5%

$4,675-65.3%

$4,663-65.2%

Participant deferral / active EE

$2,477

$6,467-61.7%

$5,631-56.0%

$6,689-63.0%

Admin fee / account holder

$49

$19,275-99.7%

$15,885-99.7%

$13,390-99.6%

HHR HABITAT FOR HUMANITY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HHR HABITAT FOR HUMANITY 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