Retirement plan

403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO. , INC. DBA COMM. FOUND. OF ORANGE

Name: COMMUNITY FOUNDATION OF ORANGE CO., INC. DBA COMM. FOUND. OF ORANGE & - 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO. , INC. DBA COMM. FOUND. OF ORANGE (2016) Form 5500
Creator: COMMUNITY FOUNDATION OF ORANGE CO., INC. DBA COMM. FOUND. OF ORANGE &
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO. , INC. DBA COMM. FOUND. OF ORANGE, COMMUNITY FOUNDATION OF ORANGE CO., INC. DBA COMM. FOUND. OF ORANGE &

COMMUNITY FOUNDATION OF ORANGE CO., INC. DBA COMM. FOUND. OF ORANGE &EIN 06-1551843Plan #003PY 2016

30 SCOTTS CORNER DR STE 203 - MONTGOMERY, NY 12549845-769-9393cfosny.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$132K

+18.3% from 2015

Total participants

+75.0% from 2015

Average account balance

$21,968

-21.2% from 2015

Annual return

7.94%

+8.01 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$361K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

275.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1207

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 codes2L2F2G

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$94

$19 / participant

Other / not subdivided$94100.0%

% of EOY assets

0.071%

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

$21,968

$90,486-75.7%

$78,676-72.1%

$273,972-92.0%

Participation rate

80.0%

76.5%+3.5pp

73.6%+6.4pp

83.0%-3.0pp

Annual return

7.94%

75.62%-67.7pp

62.19%-54.2pp

41.46%-33.5pp

Employer contribution / active EE

$839

$3,175-73.6%

$2,850-70.6%

$4,869-82.8%

Participant deferral / active EE

$1,460

$3,901-62.6%

$3,517-58.5%

$5,287-72.4%

Admin fee / account holder

$16

$5,263-99.7%

$4,510-99.7%

$10,133-99.8%

403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO. , INC. DBA COMM. FOUND. OF ORANGE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO. , INC. DBA COMM. FOUND. OF ORANGE

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