Retirement plan

COLORADO CANCER RESEARCH PROGRAM, INC. RETIREMENT PLAN

Name: COLORADO CANCER RESEARCH PROGRAM, INC. - COLORADO CANCER RESEARCH PROGRAM, INC. RETIREMENT PLAN (2016) Form 5500
Creator: COLORADO CANCER RESEARCH PROGRAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO CANCER RESEARCH PROGRAM, INC. RETIREMENT PLAN, COLORADO CANCER RESEARCH PROGRAM, INC.

COLORADO CANCER RESEARCH PROGRAM, INC.EIN 84-1090476Plan #002PY 2016

1720 S. BELLAIRE STREET, SUITE 701 - DENVER, CO 802224329720-475-5713westernstatesncorp.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$212K

No prior year

Total participants

No prior year

Average account balance

$14,135

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 310 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort310 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$905

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$114K

$8133 / participant

Other / not subdivided$114K100.0%

% of EOY assets

53.703%

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

$14,135

$52,379-73.0%

$46,225-69.4%

$273,972-94.8%

Participation rate

64.3%

84.0%-19.7pp

79.5%-15.2pp

83.0%-18.7pp

Annual return

0.00%

7.23%-7.2pp

7.57%-7.6pp

41.46%-41.5pp

Employer contribution / active EE

$2,615

$4,226-38.1%

$3,424-23.6%

$4,869-46.3%

Participant deferral / active EE

$5,085

$4,660+9.1%

$3,776+34.6%

$5,287-3.8%

Admin fee / account holder

$7,591

$4,652+63.2%

$3,519+115.7%

$10,133-25.1%

COLORADO CANCER RESEARCH PROGRAM, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLORADO CANCER RESEARCH PROGRAM, INC. RETIREMENT 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