Retirement plan

CALIFORNIA HUMANITIES FRINGE BENEFIT PLAN

Name: CALIFORNIA HUMANITIES - CALIFORNIA HUMANITIES FRINGE BENEFIT PLAN (2017) Form 5500
Creator: CALIFORNIA HUMANITIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA HUMANITIES FRINGE BENEFIT PLAN, CALIFORNIA HUMANITIES

CALIFORNIA HUMANITIESEIN 94-2952469Plan #001PY 2017

538 9TH STREET, SUITE 210 - OAKLAND, CA 94607415-391-1474calhum.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-3.3% from 2016

Total participants

+5.6% from 2016

Average account balance

$32,363

-5.9% from 2016

Annual return

11.18%

+5.04 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.99M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7775

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 codes2E2F2J2L3D

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

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

$255K

$25532 / participant

Other / not subdivided$255K100.0%

% of EOY assets

21.323%

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

$32,363

$99,009-67.3%

$86,581-62.6%

$147,585-78.1%

Participation rate

90.0%

76.3%+13.7pp

73.5%+16.5pp

82.8%+7.2pp

Annual return

11.18%

1312.70%-1301.5pp

965.06%-953.9pp

578.58%-567.4pp

Employer contribution / active EE

$5,354

$3,132+70.9%

$2,840+88.6%

$4,876+9.8%

Participant deferral / active EE

$1,861

$3,972-53.2%

$3,609-48.4%

$5,439-65.8%

Admin fee / account holder

$6,901

$5,709+20.9%

$4,904+40.7%

$10,886-36.6%

CALIFORNIA HUMANITIES FRINGE BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA HUMANITIES FRINGE BENEFIT 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