Retirement plan

HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC 401K PLAN

Name: HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC. - HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC 401K PLAN (2017) Form 5500
Creator: HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC 401K PLAN, HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC.

HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC.EIN 58-1603427Plan #001PY 2017

88 VILCOM CENTER DR STE L-110 - CHAPEL HILL, NC 27514919-932-7077orangehabitat.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$607K

+31.5% from 2016

Total participants

+4.8% from 2016

Average account balance

$30,339

+31.5% from 2016

Annual return

22.24%

+10.78 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

137.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$417

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.
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

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

$40K

$3298 / participant

Other / not subdivided$40K100.0%

% of EOY assets

6.523%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,339

$99,020-69.4%

$86,590-65.0%

$147,584-79.4%

Participation rate

83.3%

76.3%+7.0pp

73.5%+9.8pp

82.8%+0.5pp

Annual return

22.24%

1312.34%-1290.1pp

964.84%-942.6pp

578.55%-556.3pp

Employer contribution / active EE

$3,309

$3,132+5.6%

$2,839+16.5%

$4,876-32.1%

Participant deferral / active EE

$3,538

$3,972-10.9%

$3,609-2.0%

$5,439-34.9%

Admin fee / account holder

$1,979

$5,710-65.3%

$4,906-59.7%

$10,885-81.8%

HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HABITAT FOR HUMANITY, ORANGE COUNTY, NC, INC 401K 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