Retirement plan

403B THRIFT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY, INC. DBA NEIGHBORWORKS ORANGE CTY

Name: NEIGHBORHOOD HOUSING SERVICES OF OR ANGE COUNTY,INC. DBA NEIGHBORWORKS - 403B THRIFT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY, INC. DBA NEIGHBORWORKS ORANGE CTY (2016) Form 5500
Creator: NEIGHBORHOOD HOUSING SERVICES OF OR ANGE COUNTY,INC. DBA NEIGHBORWORKS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403B THRIFT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY, INC. DBA NEIGHBORWORKS ORANGE CTY, NEIGHBORHOOD HOUSING SERVICES OF OR ANGE COUNTY,INC. DBA NEIGHBORWORKS

NEIGHBORHOOD HOUSING SERVICES OF OR ANGE COUNTY,INC. DBA NEIGHBORWORKSEIN 95-3130152Plan #003PY 2016

128 E KATELLA AVE - ORANGE, CA 928674836714-490-1250neighborhoodhousingresource.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

No prior year

Average account balance

$71,674

No prior year

Annual return

27.60%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.89M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

208.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$888

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 codes2F2T

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).
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

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

$625K

$39079 / participant

Other / not subdivided$625K100.0%

% of EOY assets

27.262%

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

$71,674

$181,896-60.6%

$156,551-54.2%

$273,972-73.8%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

27.60%

30.74%-3.1pp

32.23%-4.6pp

41.46%-13.9pp

Employer contribution / active EE

$5,218

$6,248-16.5%

$5,501-5.2%

$4,869+7.2%

Participant deferral / active EE

$4,132

$5,550-25.6%

$4,871-15.2%

$5,287-21.9%

Admin fee / account holder

$19,540

$15,560+25.6%

$13,028+50.0%

$10,133+92.8%

403B THRIFT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY, INC. DBA NEIGHBORWORKS ORANGE CTY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403B THRIFT PLAN OF NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY, INC. DBA NEIGHBORWORKS ORANGE CTY

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