Retirement plan

EMPLOYEE BENEFIT PLAN OF HABITAT FOR HUMANITY CENTRAL ARIZONA

Name: HABITAT FOR HUMANITY CENTRAL ARIZON A - EMPLOYEE BENEFIT PLAN OF HABITAT FOR HUMANITY CENTRAL ARIZONA (2016) Form 5500
Creator: HABITAT FOR HUMANITY CENTRAL ARIZON A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HABITAT FOR HUMANITY CENTRAL ARIZONA, HABITAT FOR HUMANITY CENTRAL ARIZON A

HABITAT FOR HUMANITY CENTRAL ARIZON AEIN 74-2401708Plan #001PY 2016

115 E WATKINS ST - PHOENIX, AZ 85004602-268-9022LinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+21.7% from 2015

Total participants

-10.7% from 2015

Average account balance

$24,383

+37.7% from 2015

Annual return

21.14%

+15.07 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.10M

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.

208

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.

87.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$551K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$338

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

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 codes2F2T3D

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.

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

$268K

$3397 / participant

Other / not subdivided$268K100.0%

% of EOY assets

12.095%

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

$24,383

$56,894-57.1%

$84,753-71.2%

$62,881-61.2%

Participation rate

98.7%

68.5%+30.2pp

76.6%+22.1pp

69.3%+29.4pp

Annual return

21.14%

6.30%+14.8pp

22.78%-1.6pp

20.14%+1.0pp

Employer contribution / active EE

$1,344

$2,400-44.0%

$3,574-62.4%

$2,281-41.1%

Participant deferral / active EE

$2,118

$2,709-21.8%

$3,712-42.9%

$3,203-33.9%

Admin fee / account holder

$2,949

$3,581-17.6%

$5,333-44.7%

$4,296-31.3%

EMPLOYEE BENEFIT PLAN OF HABITAT FOR HUMANITY CENTRAL ARIZONA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HABITAT FOR HUMANITY CENTRAL ARIZONA

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