Retirement plan

CHAPEL HILL TRAINING OUTREACH PROJECT 401(K) PLAN

Name: CHAPEL HILL TRAINING OUTREACH PROJECT - CHAPEL HILL TRAINING OUTREACH PROJECT 401(K) PLAN (2020) Form 5500
Creator: CHAPEL HILL TRAINING OUTREACH PROJECT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAPEL HILL TRAINING OUTREACH PROJECT 401(K) PLAN, CHAPEL HILL TRAINING OUTREACH PROJECT

CHAPEL HILL TRAINING OUTREACH PROJECTEIN 58-2046321Plan #001PY 2020

4220 APEX HWY SUITE 330 - DURHAM, NC 277135295919-490-5577

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.5M

+15.3% from 2019

Total participants

252

+2.0% from 2019

Average account balance

$27,812

+13.8% from 2019

Annual return

14.25%

-1.99 pp from 2019

Benchmarks

See 5,414 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,414 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.91M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

174

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.

82.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$770K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$71

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206	Contract Administrator	$4,730

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$22 / participant

Contract admin$4K100.0%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: STANCIL PC
Auditor EIN: 561131459
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,812

$58,895-52.8%

$178,503-84.4%

$73,497-62.2%

Participation rate

89.5%

66.2%+23.2pp

81.9%+7.5pp

70.7%+18.8pp

Annual return

14.25%

24.86%-10.6pp

151.12%-136.9pp

28.51%-14.3pp

Employer contribution / active EE

$1,536

$2,236-31.3%

$5,011-69.3%

$2,270-32.3%

Participant deferral / active EE

$2,106

$2,567-18.0%

$5,202-59.5%

$3,740-43.7%

Admin fee / account holder

$18

$400-95.5%

$13,987-99.9%

$513-96.5%

Provider

Service type

Compensation

TIAA1 year

Filed as: TIAA - TEACHERS INSURANCE & ANUITY

Service code 13 · EIN 13-1624203

730 THIRD AVE. · NEW YORK, NY 100173206

Contract Administrator

$4,730

CHAPEL HILL TRAINING OUTREACH PROJECT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAPEL HILL TRAINING OUTREACH PROJECT 401(K) 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