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 (2018) 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 ORANGEEIN 06-1551843Plan #003PY 2018

30 SCOTTS CORNER DR STE 203 - MONTGOMERY, NY 125492262845-769-9393cfosny.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$166K

+26.0% from 2016

Total participants

-14.3% from 2016

Average account balance

$27,684

+26.0% from 2016

Annual return

-6.63%

-14.58 pp from 2016

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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 codes2F2S2T

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$17K

$4154 / participant

Other / not subdivided$17K100.0%

% of EOY assets

10.004%

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

$27,684

$90,607-69.4%

$79,467-65.2%

$135,380-79.6%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-6.63%

977.74%-984.4pp

718.30%-724.9pp

519.81%-526.4pp

Employer contribution / active EE

$2,761

$3,068-10.0%

$2,800-1.4%

$4,779-42.2%

Participant deferral / active EE

$2,465

$4,050-39.1%

$3,704-33.4%

$5,609-56.1%

Admin fee / account holder

$2,770

$5,895-53.0%

$5,104-45.7%

$10,828-74.4%

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