Retirement plan

403 B THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY

Name: COMMUNITY ACTION HUMAN RESOURCES AG ENCY - 403 B THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY (2017) Form 5500
Creator: COMMUNITY ACTION HUMAN RESOURCES AG ENCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY, COMMUNITY ACTION HUMAN RESOURCES AG ENCY

COMMUNITY ACTION HUMAN RESOURCES AG ENCYEIN 86-0397693Plan #002PY 2017

109 N SUNSHINE BLVD - ELOY, AZ 851312159520-466-1112pinalresources.orgLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$268K

-6.2% from 2016

Total participants

-5.6% from 2016

Average account balance

$15,769

-0.7% from 2016

Annual return

14.95%

+9.88 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$481K

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13097

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 codes2L2G2S

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

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

$98K

$6504 / participant

Other / not subdivided$98K100.0%

% of EOY assets

36.391%

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

$15,769

$99,017-84.1%

$86,587-81.8%

$147,585-89.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

14.95%

1312.37%-1297.4pp

964.86%-949.9pp

578.56%-563.6pp

Employer contribution / active EE

$941

$3,132-70.0%

$2,839-66.9%

$4,876-80.7%

Participant deferral / active EE

$1,525

$3,972-61.6%

$3,609-57.7%

$5,439-72.0%

Admin fee / account holder

$5,739

$5,710+0.5%

$4,906+17.0%

$10,885-47.3%

403 B THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY

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