Retirement plan

CAMP COURAGEOUS OF IOWA 401(K) PLAN

Name: CAMP COURAGEOUS OF IOWA - CAMP COURAGEOUS OF IOWA 401(K) PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$122K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$604K

+107.0% from 2017

Total participants

0.0% from 2017

Average account balance

$18,311

+107.0% from 2017

Annual return

16.67%

+16.67 pp from 2017

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

$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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$64 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.253%

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

$18,311

$90,607-79.8%

$79,467-77.0%

$135,380-86.5%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

16.67%

977.74%-961.1pp

718.30%-701.6pp

519.81%-503.1pp

Employer contribution / active EE

$10,868

$3,068+254.3%

$2,800+288.1%

$4,779+127.4%

Participant deferral / active EE

$183

$4,050-95.5%

$3,704-95.1%

$5,609-96.7%

Admin fee / account holder

$46

$5,895-99.2%

$5,104-99.1%

$10,828-99.6%

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