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 (2017) 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 2017

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)

$417K

+22.5% from 2016

Total participants

+12.5% from 2016

Average account balance

$46,301

+8.9% from 2016

Annual return

11.94%

+4.90 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1154

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 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

$35K

$3928 / participant

Other / not subdivided$35K100.0%

% of EOY assets

8.484%

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

$46,301

$99,011-53.2%

$86,582-46.5%

$147,586-68.6%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

11.94%

1312.75%-1300.8pp

965.08%-953.1pp

578.59%-566.6pp

Employer contribution / active EE

$5,480

$3,132+74.9%

$2,839+93.0%

$4,876+12.4%

Participant deferral / active EE

$2,167

$3,972-45.5%

$3,609-40.0%

$5,439-60.2%

Admin fee / account holder

$3,928

$5,709-31.2%

$4,904-19.9%

$10,886-63.9%

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