Retirement plan

CHANGE RESEARCH RETIREMENT PLAN

Name: CHANGE RESEARCH PUBLIC BENEFIT CORPORATION - CHANGE RESEARCH RETIREMENT PLAN (2024) Form 5500
Creator: CHANGE RESEARCH PUBLIC BENEFIT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHANGE RESEARCH RETIREMENT PLAN, CHANGE RESEARCH PUBLIC BENEFIT CORPORATION

CHANGE RESEARCH PUBLIC BENEFIT CORPORATIONEIN 82-2257766Plan #001PY 2024

2001 ADDISON STREET, SUITE 300 - BERKELEY, CA 94704314-898-3562

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$780K

+99.4% from 2023

Total participants

+73.7% from 2023

Average account balance

$29,983

+45.7% from 2023

Annual return

29.76%

-9.41 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$780K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

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

+29.76%

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

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 codes2E2F2G2J2T3D

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.
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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$29,983

$102,393-70.7%

$147,041-79.6%

$80,911-62.9%

Participation rate

75.0%

75.9%-0.9pp

82.2%-7.2pp

67.6%+7.4pp

Annual return

29.76%

134.95%-105.2pp

419.21%-389.4pp

35.63%-5.9pp

Employer contribution / active EE

$542

$3,715-85.4%

$4,935-89.0%

$2,756-80.3%

Participant deferral / active EE

$9,179

$6,647+38.1%

$8,071+13.7%

$4,297+113.6%

Admin fee / account holder

$7,943-100.0%

$13,006-100.0%

$6,935-100.0%

CHANGE RESEARCH RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHANGE RESEARCH RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion