Retirement plan

WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT INC 403(B) PLAN

Name: WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT, INC. - WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT INC 403(B) PLAN (2022) Form 5500
Creator: WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT INC 403(B) PLAN, WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT, INC.

WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT, INC.EIN 20-2384563Plan #001PY 2022

349 MANDELA PARKWAY - OAKLAND, CA 94607510-257-5640woeip.orgLinkedIn1-10 employeesenvironmental services

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$20K

No prior year

Total participants

No prior year

Average account balance

$10,182

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$197K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+31.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$250

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 codes2E2G2J2F2T3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$43

$6 / participant

Other / not subdivided$43100.0%

% of EOY assets

0.211%

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

$10,182

$92,684-89.0%

$82,706-87.7%

$134,509-92.4%

Participation rate

14.3%

75.2%-60.9pp

72.6%-58.3pp

81.2%-66.9pp

Annual return

0.00%

945.84%-945.8pp

701.76%-701.8pp

418.13%-418.1pp

Employer contribution / active EE

$3,272-100.0%

$3,007-100.0%

$4,741-100.0%

Participant deferral / active EE

$3,101

$4,800-35.4%

$4,394-29.4%

$6,400-51.6%

Admin fee / account holder

$22

$5,982-99.6%

$5,329-99.6%

$11,427-99.8%

WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT INC 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST OAKLAND ENVIRONMENTAL INDICATORS PROJECT INC 403(B) 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