Retirement plan

EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS

Name: A COMMUNITY OF FRIENDS - EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS (2018) Form 5500
Creator: A COMMUNITY OF FRIENDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS, A COMMUNITY OF FRIENDS

A COMMUNITY OF FRIENDSEIN 95-4203106Plan #002PY 2018

3701 WILSHIRE BLVD STE 700 - LOS ANGELES, CA 90010213-480-0809

Other plans on this EIN

1 filing

#003Retirement-$203K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+11.6% from 2017

Total participants

-9.8% from 2017

Average account balance

$31,181

+11.6% from 2017

Annual return

8.69%

-3.03 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.95M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

136

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.

71.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$448K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 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 codes2F2T3D2E2G2J

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).
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.
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.
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

$188K

$2989 / participant

Other / not subdivided$188K100.0%

% of EOY assets

6.563%

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

$31,181

$49,177-36.6%

$79,466-60.8%

$64,173-51.4%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.6%+30.4pp

Annual return

8.69%

-1.16%+9.8pp

718.28%-709.6pp

7.63%+1.1pp

Employer contribution / active EE

$2,175

$2,076+4.8%

$2,800-22.3%

$2,381-8.6%

Participant deferral / active EE

$1,982

$2,821-29.7%

$3,704-46.5%

$3,470-42.9%

Admin fee / account holder

$2,046

$3,839-46.7%

$5,104-59.9%

$4,887-58.1%

EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS

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