Retirement plan

CAMP COURAGEOUS OF IOWA 401(K) PLAN

Name: CAMP COURAGEOUS OF IOWA - CAMP COURAGEOUS OF IOWA 401(K) PLAN (2023) 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 2023

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)

$1.5M

+16.9% from 2022

Total participants

-3.1% from 2022

Average account balance

$46,943

+20.7% from 2022

Annual return

16.63%

+35.67 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

$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

$245K

$12240 / participant

Other / not subdivided$245K100.0%

% of EOY assets

16.822%

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

$46,943

$96,691-51.5%

$86,656-45.8%

$139,487-66.3%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

16.63%

106.87%-90.2pp

593.09%-576.5pp

373.84%-357.2pp

Employer contribution / active EE

$11,184

$3,267+242.3%

$3,025+269.7%

$4,755+135.2%

Participant deferral / active EE

$1,218

$4,838-74.8%

$4,439-72.6%

$6,713-81.8%

Admin fee / account holder

$7,897

$6,414+23.1%

$5,619+40.5%

$11,407-30.8%

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