Retirement plan

NARRAMORE CHRISTIAN FOUNDATION 403(B) PLAN

Name: NARRAMORE CHRISTIAN FOUNDATION - NARRAMORE CHRISTIAN FOUNDATION 403(B) PLAN (2018) Form 5500
Creator: NARRAMORE CHRISTIAN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NARRAMORE CHRISTIAN FOUNDATION 403(B) PLAN, NARRAMORE CHRISTIAN FOUNDATION

NARRAMORE CHRISTIAN FOUNDATIONEIN 95-2018760Plan #003PY 2018

225 EAST SANTA CLARA STREET #200 - ARCADIA, CA 91006626-821-8400ncfliving.orgLinkedIn11-50 employeesprogram development

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$369K

+25.4% from 2017

Total participants

0.0% from 2017

Average account balance

$41,033

+25.4% from 2017

Annual return

9.10%

-4.40 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

$971K

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34

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 codes2E2J2L

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$11K

$2639 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.858%

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

$41,033

$90,607-54.7%

$79,467-48.4%

$135,380-69.7%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

9.10%

977.74%-968.6pp

718.30%-709.2pp

519.81%-510.7pp

Employer contribution / active EE

$3,580

$3,068+16.7%

$2,800+27.8%

$4,779-25.1%

Participant deferral / active EE

$10,988

$4,050+171.3%

$3,704+196.6%

$5,609+95.9%

Admin fee / account holder

$1,173

$5,895-80.1%

$5,104-77.0%

$10,828-89.2%

NARRAMORE CHRISTIAN FOUNDATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NARRAMORE CHRISTIAN FOUNDATION 403(B) 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