Retirement plan

ORLANDO NEIGHBORHOOD IMPROVEMENT CORP. 403(B) PLAN

Name: ORLANDO NEIGHBORHOOD IMPROVEMENT CORP. - ORLANDO NEIGHBORHOOD IMPROVEMENT CORP. 403(B) PLAN (2017) Form 5500
Creator: ORLANDO NEIGHBORHOOD IMPROVEMENT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORLANDO NEIGHBORHOOD IMPROVEMENT CORP. 403(B) PLAN, ORLANDO NEIGHBORHOOD IMPROVEMENT CORP.

ORLANDO NEIGHBORHOOD IMPROVEMENT CORP.EIN 59-2669952Plan #001PY 2017

101 S. TERRY AVE - ORLANDO, FL 328052254407-648-1623orlandoneighborhood.orgLinkedIn11-50 employeesgovernment administration

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+23.8% from 2016

Total participants

0.0% from 2016

Average account balance

$109,603

+30.7% from 2016

Annual return

19.39%

+10.02 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.74M

Not enough data

1 years with asset history on file

Average account balance

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

$216K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4664

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 codes2E2F2G2L2M3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$17K

$1050 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.851%

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

$109,603

$99,031+10.7%

$86,597+26.6%

$147,585-25.7%

Participation rate

93.8%

76.3%+17.4pp

73.5%+20.2pp

82.8%+10.9pp

Annual return

19.39%

1312.56%-1293.2pp

964.96%-945.6pp

578.57%-559.2pp

Employer contribution / active EE

$2,072

$3,132-33.9%

$2,840-27.0%

$4,876-57.5%

Participant deferral / active EE

$3,400

$3,972-14.4%

$3,609-5.8%

$5,439-37.5%

Admin fee / account holder

$933

$5,711-83.7%

$4,906-81.0%

$10,885-91.4%

ORLANDO NEIGHBORHOOD IMPROVEMENT CORP. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORLANDO NEIGHBORHOOD IMPROVEMENT CORP. 403(B) 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