Retirement plan

THE CENTER FOR EXECUTIVE LEADERSHIP, INC. 401(K) PROFIT SHARING PLAN

Name: THE CENTER FOR EXECUTIVE LEADERSHIP, INC. - THE CENTER FOR EXECUTIVE LEADERSHIP, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: THE CENTER FOR EXECUTIVE LEADERSHIP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CENTER FOR EXECUTIVE LEADERSHIP, INC. 401(K) PROFIT SHARING PLAN, THE CENTER FOR EXECUTIVE LEADERSHIP, INC.

THE CENTER FOR EXECUTIVE LEADERSHIP, INC.EIN 63-1263584Plan #001PY 2016

200 UNION HILL, SUITE 200 - BIRMINGHAM, AL 35209205-789-3471cfel-al.orgLinkedIn1-10 employeesprofessional training & coaching

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$340K

No prior year

Total participants

No prior year

Average account balance

$42,514

No prior year

Annual return

7.04%

No prior year

Benchmarks

See 30,921 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,921 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

105.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1998

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$12K

$1718 / participant

Other / not subdivided$12K100.0%

% of EOY assets

3.536%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,514

$90,503-53.0%

$78,689-46.0%

$273,961-84.5%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

7.04%

75.60%-68.6pp

62.18%-55.1pp

41.45%-34.4pp

Employer contribution / active EE

$4,289

$3,176+35.0%

$2,851+50.4%

$4,869-11.9%

Participant deferral / active EE

$857

$3,901-78.0%

$3,517-75.6%

$5,287-83.8%

Admin fee / account holder

$1,504

$5,263-71.4%

$4,510-66.7%

$10,132-85.2%

THE CENTER FOR EXECUTIVE LEADERSHIP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CENTER FOR EXECUTIVE LEADERSHIP, INC. 401(K) PROFIT SHARING 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