Retirement plan

THE COLSON CENTER FOR CHRISTIAN WORLDVIEW 403(B) RETIREMENT PLAN

Name: THE COLSON CENTER FOR CHRISTIAN WORLDVIEW - THE COLSON CENTER FOR CHRISTIAN WORLDVIEW 403(B) RETIREMENT PLAN (2018) Form 5500
Creator: THE COLSON CENTER FOR CHRISTIAN WORLDVIEW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COLSON CENTER FOR CHRISTIAN WORLDVIEW 403(B) RETIREMENT PLAN, THE COLSON CENTER FOR CHRISTIAN WORLDVIEW

THE COLSON CENTER FOR CHRISTIAN WORLDVIEWEIN 90-1117779Plan #001PY 2018

PO BOX 50396 - COLORADO SPRINGS, CO 809490396703-574-3091

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$321K

+44.0% from 2017

Total participants

+31.3% from 2017

Average account balance

$15,289

+9.7% from 2017

Annual return

-2.58%

-31.03 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

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

+18.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$768

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 codes2F2G2M2T

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).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

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

$26K

$1423 / participant

Other / not subdivided$26K100.0%

% of EOY assets

7.975%

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

$15,289

$90,607-83.1%

$79,467-80.8%

$135,380-88.7%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-2.58%

977.74%-980.3pp

718.30%-720.9pp

519.81%-522.4pp

Employer contribution / active EE

$1,920

$3,068-37.4%

$2,800-31.5%

$4,779-59.8%

Participant deferral / active EE

$5,264

$4,050+30.0%

$3,704+42.1%

$5,609-6.2%

Admin fee / account holder

$1,219

$5,895-79.3%

$5,104-76.1%

$10,828-88.7%

THE COLSON CENTER FOR CHRISTIAN WORLDVIEW 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COLSON CENTER FOR CHRISTIAN WORLDVIEW 403(B) 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