Retirement plan

THE CAMPAIGN FOR COLLEGE OPPORTUNITY PROFIT SHARING/401(K) PLAN

Name: THE CAMPAIGN FOR COLLEGE OPPORTUNITY - THE CAMPAIGN FOR COLLEGE OPPORTUNITY PROFIT SHARING/401(K) PLAN (2023) Form 5500
Creator: THE CAMPAIGN FOR COLLEGE OPPORTUNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CAMPAIGN FOR COLLEGE OPPORTUNITY PROFIT SHARING/401(K) PLAN, THE CAMPAIGN FOR COLLEGE OPPORTUNITY

THE CAMPAIGN FOR COLLEGE OPPORTUNITYEIN 20-0427622Plan #001PY 2023

1149 SOUTH HILL STREET, SUITE 925 - LOS ANGELES, CA 90015213-744-9434collegecampaign.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.1M

+30.0% from 2022

Total participants

+38.1% from 2022

Average account balance

$102,034

+5.3% from 2022

Annual return

18.62%

+36.84 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.59M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

126.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$257K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+29.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19806

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$72K

$5535 / participant

Other / not subdivided$72K100.0%

% of EOY assets

3.358%

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

$102,034

$96,691+5.5%

$86,656+17.7%

$139,487-26.9%

Participation rate

38.5%

74.4%-36.0pp

71.7%-33.2pp

80.3%-41.9pp

Annual return

18.62%

106.87%-88.2pp

593.09%-574.5pp

373.84%-355.2pp

Employer contribution / active EE

$5,933

$3,267+81.6%

$3,025+96.1%

$4,755+24.8%

Participant deferral / active EE

$12,423

$4,838+156.8%

$4,439+179.9%

$6,713+85.1%

Admin fee / account holder

$3,427

$6,414-46.6%

$5,619-39.0%

$11,407-70.0%

THE CAMPAIGN FOR COLLEGE OPPORTUNITY PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CAMPAIGN FOR COLLEGE OPPORTUNITY PROFIT SHARING/401(K) 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