Retirement plan

EMPLOYEE BENEFIT PLAN OF COLUMBUS HOUSING INITIATIVE, INC.

Name: COLUMBUS HOUSING INITIATIVE, INC. - EMPLOYEE BENEFIT PLAN OF COLUMBUS HOUSING INITIATIVE, INC. (2018) Form 5500
Creator: COLUMBUS HOUSING INITIATIVE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COLUMBUS HOUSING INITIATIVE, INC., COLUMBUS HOUSING INITIATIVE, INC.

COLUMBUS HOUSING INITIATIVE, INC.EIN 58-2498678Plan #001PY 2018

PO BOX 1620 - COLUMBUS, GA 319021620706-324-4663

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$194K

+36.5% from 2017

Total participants

+26.7% from 2017

Average account balance

$12,941

+27.4% from 2017

Annual return

-6.75%

-22.54 pp from 2017

Benchmarks

See 335 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort335 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$767K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

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

+9.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6982

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 codes2F2T3D

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).
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

$13K

$835 / participant

Other / not subdivided$13K100.0%

% of EOY assets

6.881%

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

$12,941

$56,682-77.2%

$135,382-90.4%

Participation rate

75.0%

68.0%+7.0pp

82.6%-7.6pp

Annual return

-6.75%

2615.76%-2622.5pp

519.77%-526.5pp

Employer contribution / active EE

$3,875

$2,734+41.7%

$4,779-18.9%

Participant deferral / active EE

$800

$3,704-78.4%

$5,609-85.7%

Admin fee / account holder

$890

$1,580-43.7%

$10,829-91.8%

EMPLOYEE BENEFIT PLAN OF COLUMBUS HOUSING INITIATIVE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COLUMBUS HOUSING INITIATIVE, INC.

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