Retirement plan

EMPLOYEE BENEFIT PLAN OF CARRFOUR SUPPORTIVE HOUSING, INC.

Name: CARRFOUR SUPPORTIVE HOUSING, INC. - EMPLOYEE BENEFIT PLAN OF CARRFOUR SUPPORTIVE HOUSING, INC. (2016) Form 5500
Creator: CARRFOUR SUPPORTIVE HOUSING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CARRFOUR SUPPORTIVE HOUSING, INC., CARRFOUR SUPPORTIVE HOUSING, INC.

CARRFOUR SUPPORTIVE HOUSING, INC.EIN 65-0387766Plan #001PY 2016

1398 SW 1ST ST FL 12 - MIAMI, FL 33135305-371-8300carrfour.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow participationRecently reached 100 employeesLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+57.2% from 2015

Total participants

219

+204.2% from 2015

Average account balance

$19,400

-16.2% from 2015

Annual return

7.58%

+8.29 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.90M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

120

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.

51.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$585K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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
MUTUAL OF AMERICA INVESTMENT CORP1 year Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$7,294

Plan features & details

Pension benefit codes2F2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$8K

$37 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.289%

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

$19,400

$46,732-58.5%

$156,551-87.6%

$55,167-64.8%

Participation rate

58.4%

65.8%-7.4pp

84.0%-25.6pp

69.0%-10.6pp

Annual return

7.58%

17.72%-10.1pp

32.23%-24.7pp

169.23%-161.7pp

Employer contribution / active EE

$940

$2,105-55.4%

$5,501-82.9%

$1,963-52.1%

Participant deferral / active EE

$1,220

$2,204-44.7%

$4,871-75.0%

$3,054-60.1%

Admin fee / account holder

$56

$418-86.6%

$13,028-99.6%

$504-88.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$7,294

EMPLOYEE BENEFIT PLAN OF CARRFOUR SUPPORTIVE HOUSING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CARRFOUR SUPPORTIVE HOUSING, 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