Retirement plan

COMMUNITY FOUNDATION OF NORTH LOUISIANA TAX DEFERRED ANNUITY PLAN

Name: COMMUNITY FOUNDATION OF NORTH LOUISIANA - COMMUNITY FOUNDATION OF NORTH LOUISIANA TAX DEFERRED ANNUITY PLAN (2019) Form 5500
Creator: COMMUNITY FOUNDATION OF NORTH LOUISIANA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY FOUNDATION OF NORTH LOUISIANA TAX DEFERRED ANNUITY PLAN, COMMUNITY FOUNDATION OF NORTH LOUISIANA

COMMUNITY FOUNDATION OF NORTH LOUISIANAEIN 72-6022365Plan #003PY 2019

401 EDWARDS ST STE 105 - SHREVEPORT, LA 711015508318-221-0582cfnla.orgLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$622K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$189K

-57.9% from 2018

Total participants

+18.2% from 2018

Average account balance

$14,516

-64.4% from 2018

Annual return

11.60%

+15.53 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$439K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

187.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$413

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 codes2L2G2F3D2E

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.
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

$329K

$41134 / participant

Other / not subdivided$329K100.0%

% of EOY assets

174.380%

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

$14,516

$103,038-85.9%

$90,324-83.9%

$152,909-90.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

11.60%

95.25%-83.7pp

78.15%-66.5pp

345.46%-333.9pp

Employer contribution / active EE

$3,141-100.0%

$2,856-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,125

$4,282-50.4%

$3,885-45.3%

$5,851-63.7%

Admin fee / account holder

$25,313

$6,177+309.8%

$5,356+372.6%

$11,601+118.2%

COMMUNITY FOUNDATION OF NORTH LOUISIANA TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY FOUNDATION OF NORTH LOUISIANA TAX DEFERRED ANNUITY 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