Retirement plan

HABITAT FOR HUMANITY IN ATLANTA, INC. 403(B) RETIREMENT PLAN

Name: HABITAT FOR HUMANITY IN ATLANTA, INC. - HABITAT FOR HUMANITY IN ATLANTA, INC. 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: HABITAT FOR HUMANITY IN ATLANTA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HABITAT FOR HUMANITY IN ATLANTA, INC. 403(B) RETIREMENT PLAN, HABITAT FOR HUMANITY IN ATLANTA, INC.

HABITAT FOR HUMANITY IN ATLANTA, INC.EIN 58-1535414Plan #002PY 2017

824 MEMORIAL DRIVE, SE - ATLANTA, GA 30316404-223-5180LinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed June 7, 2019

Plan administrator

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824 MEMORIAL DRIVE, SE

ATLANTA State: GA Zip Code: 30316

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Plans declared (1)

HABITAT FOR HUMANITY IN ATLANTA, INC. 457(b) PLAN4 emp

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Total assets (EOY)

$2.2M

+33.1% from 2016

Total participants

+16.4% from 2016

Average account balance

$28,746

+5.1% from 2016

Annual return

18.36%

+10.68 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.78M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

130

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$624K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11633

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

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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 codes2G2K2M

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

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

$112K

$1603 / participant

Other / not subdivided$112K100.0%

% of EOY assets

5.136%

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

$28,746

$84,236-65.9%

$170,435-83.1%

$70,126-59.0%

Participation rate

87.1%

70.8%+16.3pp

83.6%+3.5pp

69.5%+17.6pp

Annual return

18.36%

23.06%-4.7pp

205.94%-187.6pp

73.15%-54.8pp

Employer contribution / active EE

$1,188

$3,387-64.9%

$5,432-78.1%

$2,343-49.3%

Participant deferral / active EE

$3,867

$3,086+25.3%

$4,939-21.7%

$3,332+16.1%

Admin fee / account holder

$1,476

$5,698-74.1%

$13,881-89.4%

$4,645-68.2%

HABITAT FOR HUMANITY IN ATLANTA, INC. 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HABITAT FOR HUMANITY IN ATLANTA, INC. 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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