Retirement plan

THE THRIFT PLAN OF THE CENTER SERVING PERSONS WMR

Name: THE CENTER SERVING PERSONS WMR - THE THRIFT PLAN OF THE CENTER SERVING PERSONS WMR (2016) Form 5500
Creator: THE CENTER SERVING PERSONS WMR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE THRIFT PLAN OF THE CENTER SERVING PERSONS WMR, THE CENTER SERVING PERSONS WMR

THE CENTER SERVING PERSONS WMREIN 74-1272417Plan #003PY 2016

P.O. BOX 130564 - HOUSTON, TX 772190564713-525-8400thecenterforcompanyculture.comLinkedIn1-10 employeesmanagement consulting

Other plans on this EIN

1 filing

#004Retirement-$222K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.6M

+8.5% from 2015

Total participants

137

+16.1% from 2015

Average account balance

$19,078

-4.5% from 2015

Annual return

4.77%

+4.92 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-41.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 14 320 PARK AVENUE · NEW YORK, NY 10022	Plan Administrator	$443

Plan features & details

Pension benefit codes2E2G2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$152 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.631%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HARPER & PEARSON COMPANY, P.C.
Auditor EIN: 741695589
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,078

$43,423-56.1%

$78,676-75.8%

$55,167-65.4%

Participation rate

97.2%

68.0%+29.1pp

73.6%+23.6pp

69.0%+28.2pp

Annual return

4.77%

11.53%-6.8pp

62.19%-57.4pp

169.23%-164.5pp

Employer contribution / active EE

$912

$1,997-54.3%

$2,850-68.0%

$1,963-53.5%

Participant deferral / active EE

$1,081

$2,509-56.9%

$3,517-69.3%

$3,054-64.6%

Admin fee / account holder

$120

$416-71.1%

$4,510-97.3%

$504-76.1%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 14

320 PARK AVENUE · NEW YORK, NY 10022

Plan Administrator

$443

THE THRIFT PLAN OF THE CENTER SERVING PERSONS WMR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE THRIFT PLAN OF THE CENTER SERVING PERSONS WMR

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