Retirement plan

RENAISSANCE ENTREPENEURSHIP CENTER 401K PLAN

Name: RENAISSANCE ENTREPENEURSHIP CENTER - RENAISSANCE ENTREPENEURSHIP CENTER 401K PLAN (2015) Form 5500
Creator: RENAISSANCE ENTREPENEURSHIP CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RENAISSANCE ENTREPENEURSHIP CENTER 401K PLAN, RENAISSANCE ENTREPENEURSHIP CENTER

RENAISSANCE ENTREPENEURSHIP CENTEREIN 94-2793122Plan #002PY 2015

275 5TH STREET, 2ND FLOOR - SAN FRANCISCO, CA 941034120415-541-8580rencenter.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$654K

No prior year

Total participants

No prior year

Average account balance

$15,958

No prior year

Annual return

0.83%

No prior year

Benchmarks

See 2,455 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,455 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.73M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1518

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 codes2E2F2G2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$9K

$284 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.389%

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

$15,958

$40,263-60.4%

$57,347-72.2%

$59,632-73.2%

Participation rate

71.9%

69.2%+2.7pp

75.1%-3.2pp

68.7%+3.2pp

Annual return

0.83%

27.50%-26.7pp

24.40%-23.6pp

2041.32%-2040.5pp

Employer contribution / active EE

$1,922-100.0%

$2,689-100.0%

$2,203-100.0%

Participant deferral / active EE

$2,855

$2,400+18.9%

$3,162-9.7%

$3,192-10.6%

Admin fee / account holder

$222

$2,819-92.1%

$3,356-93.4%

$4,297-94.8%

RENAISSANCE ENTREPENEURSHIP CENTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RENAISSANCE ENTREPENEURSHIP CENTER 401K 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