Retirement plan

WEST HOLLYWOOD COMMUNITY HOUSING CORP. 403(B) RETIREMENT PLAN

Name: WEST HOLLYWOOD COMMUNITY HOUSING CORP. - WEST HOLLYWOOD COMMUNITY HOUSING CORP. 403(B) RETIREMENT PLAN (2019) Form 5500
Creator: WEST HOLLYWOOD COMMUNITY HOUSING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST HOLLYWOOD COMMUNITY HOUSING CORP. 403(B) RETIREMENT PLAN, WEST HOLLYWOOD COMMUNITY HOUSING CORP.

WEST HOLLYWOOD COMMUNITY HOUSING CORP.EIN 95-4122368Plan #002PY 2019

7530 SANTA MONICA BLVD. - WEST HOLLYWOOD, CA 90046323-650-8771whchc.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$947K

+10.4% from 2018

Total participants

+8.3% from 2018

Average account balance

$41,178

+5.6% from 2018

Annual return

18.85%

+21.72 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

118.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3141

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 codes2F2G2L2M2T3D

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

$229K

$12039 / participant

Other / not subdivided$229K100.0%

% of EOY assets

24.151%

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

$41,178

$226,135-81.8%

$182,558-77.4%

$152,909-73.1%

Participation rate

84.2%

82.5%+1.7pp

78.0%+6.2pp

82.5%+1.8pp

Annual return

18.85%

192.60%-173.7pp

148.59%-129.7pp

345.46%-326.6pp

Employer contribution / active EE

$1,617

$4,979-67.5%

$4,076-60.3%

$4,764-66.1%

Participant deferral / active EE

$6,554

$6,371+2.9%

$5,526+18.6%

$5,851+12.0%

Admin fee / account holder

$9,945

$10,707-7.1%

$8,594+15.7%

$11,601-14.3%

WEST HOLLYWOOD COMMUNITY HOUSING CORP. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST HOLLYWOOD COMMUNITY HOUSING CORP. 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