Retirement plan

EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT

Name: CENTER FOR NONPROFIT MANAGEMENT - EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT (2020) Form 5500
Creator: CENTER FOR NONPROFIT MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT, CENTER FOR NONPROFIT MANAGEMENT

CENTER FOR NONPROFIT MANAGEMENTEIN 58-2000064Plan #003PY 2020

37 PEABODY ST STE 201 - NASHVILLE, TN 372102234615-259-0100

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$243K

+56.3% from 2019

Total participants

0.0% from 2019

Average account balance

$20,268

+43.3% from 2019

Annual return

24.18%

+24.18 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$233K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 codes2F2G2S2T3D

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.
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

1 tripped

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

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

$20,268

$165,399-87.7%

$149,745-86.5%

$158,982-87.3%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

24.18%

348.34%-324.2pp

276.72%-252.5pp

302.99%-278.8pp

Employer contribution / active EE

$3,185

$5,105-37.6%

$4,646-31.5%

$4,763-33.1%

Participant deferral / active EE

$3,960

$7,183-44.9%

$6,843-42.1%

$5,983-33.8%

Admin fee / account holder

$10,811-100.0%

$9,312-100.0%

$11,252-100.0%

EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion