Retirement plan

NATIONAL BLACK WOMEN'S HEALTH PROJECT 403(B) DC PLAN

Name: NATIONAL BLACK WOMEN'S HEALTH PROJECT, INC. - NATIONAL BLACK WOMEN'S HEALTH PROJECT 403(B) DC PLAN (2015) Form 5500
Creator: NATIONAL BLACK WOMEN'S HEALTH PROJECT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL BLACK WOMEN'S HEALTH PROJECT 403(B) DC PLAN, NATIONAL BLACK WOMEN'S HEALTH PROJECT, INC.

NATIONAL BLACK WOMEN'S HEALTH PROJECT, INC.EIN 58-1557556Plan #001PY 2015

384 NORTHYARDS BLVD NW STE 100 - ATLANTA, GA 303132441202-548-4000

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$211K

No prior year

Total participants

No prior year

Average account balance

$23,476

No prior year

Annual return

-0.13%

No prior year

Benchmarks

See 4,198 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,198 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$473K

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.

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.

81.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

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

+9.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$825

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 codes2E2F2G2J2L2M3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$190

$24 / participant

Other / not subdivided$190100.0%

% of EOY assets

0.090%

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

$23,476

$64,311-63.5%

$57,356-59.1%

$125,389-81.3%

Participation rate

25.0%

78.6%-53.6pp

75.1%-50.1pp

83.2%-58.2pp

Annual return

-0.13%

25.14%-25.3pp

24.41%-24.5pp

282.24%-282.4pp

Employer contribution / active EE

$1,160

$3,193-63.7%

$2,689-56.9%

$4,866-76.2%

Participant deferral / active EE

$781

$3,846-79.7%

$3,162-75.3%

$5,352-85.4%

Admin fee / account holder

$21

$5,243-99.6%

$3,357-99.4%

$9,541-99.8%

NATIONAL BLACK WOMEN'S HEALTH PROJECT 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL BLACK WOMEN'S HEALTH PROJECT 403(B) DC 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