Retirement plan

401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.

Name: COMMUNITY ACTION COMMITTEE OF LEHIG H VALLEY, INC. - 401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC. (2016) Form 5500
Creator: COMMUNITY ACTION COMMITTEE OF LEHIG H VALLEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC., COMMUNITY ACTION COMMITTEE OF LEHIG H VALLEY, INC.

COMMUNITY ACTION COMMITTEE OF LEHIG H VALLEY, INC.EIN 23-1669589Plan #001PY 2016

1337 E 5TH ST - BETHLEHEM, PA 18015610-691-5620LinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$354K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+9.4% from 2015

Total participants

134

-1.5% from 2015

Average account balance

$27,513

+15.4% from 2015

Annual return

7.72%

+7.22 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.41M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

134

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.

85.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$484K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$206

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Account ...	$2,221

Plan features & details

Pension benefit codes2F2T2G2E2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$16 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.038%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BUCKNO LISICKY & COMPANY
Auditor EIN: 232426656
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,513

$77,638-64.6%

$156,551-82.4%

$62,881-56.2%

Participation rate

92.8%

71.2%+21.6pp

84.0%+8.8pp

69.3%+23.5pp

Annual return

7.72%

50.33%-42.6pp

32.23%-24.5pp

20.14%-12.4pp

Employer contribution / active EE

$2,116

$3,444-38.6%

$5,501-61.5%

$2,281-7.2%

Participant deferral / active EE

$1,389

$3,046-54.4%

$4,871-71.5%

$3,203-56.6%

Admin fee / account holder

$10

$5,561-99.8%

$13,028-99.9%

$4,296-99.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Account ...

$2,221

401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.

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