Retirement plan

CHILDREN'S HUNGER FUND 403(B) RETIREMENT PLAN

Name: CHILDREN'S HUNGER FUND - CHILDREN'S HUNGER FUND 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: CHILDREN'S HUNGER FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S HUNGER FUND 403(B) RETIREMENT PLAN, CHILDREN'S HUNGER FUND

CHILDREN'S HUNGER FUNDEIN 95-4335462Plan #001PY 2017

13931 BALBOA BOULEVARD - SYLMAR, CA 91342818-979-7100childrenshungerfund.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$446K

+35.0% from 2016

Total participants

+11.4% from 2016

Average account balance

$6,279

+4.6% from 2016

Annual return

15.82%

+1.20 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

146

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$572K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83

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 codes2F2G2M2T

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$93K

$1723 / participant

Other / not subdivided$93K100.0%

% of EOY assets

20.870%

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

$6,279

$53,128-88.2%

$86,581-92.7%

$70,124-91.0%

Participation rate

87.0%

65.3%+21.7pp

73.5%+13.5pp

69.5%+17.5pp

Annual return

15.82%

27.66%-11.8pp

965.06%-949.2pp

73.14%-57.3pp

Employer contribution / active EE

$1,309

$2,068-36.7%

$2,840-53.9%

$2,342-44.1%

Participant deferral / active EE

$1,445

$2,695-46.4%

$3,609-60.0%

$3,332-56.6%

Admin fee / account holder

$1,310

$3,584-63.4%

$4,904-73.3%

$4,645-71.8%

CHILDREN'S HUNGER FUND 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S HUNGER FUND 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