Retirement plan

EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT

Name: CENTER FOR NONPROFIT MANAGEMENT - EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$334K

+37.4% from 2020

Total participants

+8.3% from 2020

Average account balance

$25,706

+26.8% from 2020

Annual return

12.66%

-11.52 pp from 2020

Benchmarks

See 126,087 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,087 peers

Snapshot2021

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$2100.0%

% of EOY assets

0.001%

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

$25,706

$176,120-85.4%

$159,487-83.9%

$167,553-84.7%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

12.66%

331.95%-319.3pp

263.71%-251.0pp

478.89%-466.2pp

Employer contribution / active EE

$5,451

$5,299+2.9%

$4,831+12.8%

$4,840+12.6%

Participant deferral / active EE

$6,582

$7,752-15.1%

$7,354-10.5%

$6,343+3.8%

Admin fee / account holder

$12,561-100.0%

$10,804-100.0%

$12,316-100.0%

EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CENTER FOR NONPROFIT MANAGEMENT

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