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 (2020) 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 2020

7530 SANTA MONICA BOULEVARD - WEST HOLLYWOOD, CA 900466407323-650-8771whchc.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+32.6% from 2019

Total participants

+15.4% from 2019

Average account balance

$44,857

+8.9% from 2019

Annual return

16.15%

-2.70 pp from 2019

Benchmarks

See 16,008 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,008 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.04M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

134.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$285K

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

+17.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15540

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

$12K

$576 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.964%

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

$44,857

$228,317-80.4%

$185,808-75.9%

$158,931-71.8%

Participation rate

90.5%

82.3%+8.2pp

78.0%+12.4pp

82.0%+8.5pp

Annual return

16.15%

40.81%-24.7pp

35.95%-19.8pp

302.86%-286.7pp

Employer contribution / active EE

$1,792

$4,964-63.9%

$4,086-56.1%

$4,761-62.4%

Participant deferral / active EE

$6,132

$6,415-4.4%

$5,632+8.9%

$5,982+2.5%

Admin fee / account holder

$432

$11,865-96.4%

$9,501-95.4%

$11,247-96.2%

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