Retirement plan

CAMP COURAGEOUS OF IOWA 401(K) PLAN

Name: CAMP COURAGEOUS OF IOWA - CAMP COURAGEOUS OF IOWA 401(K) PLAN (2024) Form 5500
Creator: CAMP COURAGEOUS OF IOWA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP COURAGEOUS OF IOWA 401(K) PLAN, CAMP COURAGEOUS OF IOWA

CAMP COURAGEOUS OF IOWAEIN 23-7210932Plan #002PY 2024

12007 190TH STREET - MONTICELLO, IA 52310319-465-5916campcourageous.orgLinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+27.3% from 2023

Total participants

+22.6% from 2023

Average account balance

$48,748

+3.8% from 2023

Annual return

11.76%

-4.87 pp from 2023

Benchmarks

See 10,646 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,646 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

118.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$293K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1750

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 codes2E2G2J3D

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.
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

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

$66K

$2078 / participant

Other / not subdivided$66K100.0%

% of EOY assets

3.590%

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

$48,748

$58,311-16.4%

$81,882-40.5%

$80,959-39.8%

Participation rate

100.0%

63.5%+36.5pp

72.4%+27.6pp

67.7%+32.3pp

Annual return

11.76%

41.85%-30.1pp

779.47%-767.7pp

35.67%-23.9pp

Employer contribution / active EE

$8,308

$2,347+254.1%

$2,916+184.9%

$2,757+201.3%

Participant deferral / active EE

$833

$3,287-74.7%

$4,323-80.7%

$4,300-80.6%

Admin fee / account holder

$1,750

$4,752-63.2%

$7,360-76.2%

$6,925-74.7%

CAMP COURAGEOUS OF IOWA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMP COURAGEOUS OF IOWA 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