Retirement plan

WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL TSA MATCHING PLAN

Name: WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC. - WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL TSA MATCHING PLAN (2025) Form 5500
Creator: WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL TSA MATCHING PLAN, WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC.

WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL, INC.EIN 25-1153694Plan #001PY 2025

1209 PENNSYLVANIA AVENUE WEST, PO BOX 547 - WARREN, PA 163651841814-726-2400wfeoc.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+16.4% from 2024

Total participants

-3.6% from 2024

Average account balance

$40,268

+21.3% from 2024

Annual return

9.57%

+0.88 pp from 2024

Benchmarks

See 5,366 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort5,366 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$963

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 codes2F2G2L2M2T3D3H

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$69K

$1238 / participant

Other / not subdivided$69K100.0%

% of EOY assets

2.392%

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

$40,268

$77,814-48.3%

$158,223-74.5%

$86,983-53.7%

Participation rate

85.7%

68.4%+17.3pp

79.2%+6.5pp

69.5%+16.2pp

Annual return

9.57%

30.54%-21.0pp

52.09%-42.5pp

25.83%-16.3pp

Employer contribution / active EE

$1,550

$2,592-40.2%

$4,109-62.3%

$2,584-40.0%

Participant deferral / active EE

$2,087

$3,270-36.2%

$5,467-61.8%

$4,194-50.2%

Admin fee / account holder

$963

$5,879-83.6%

$16,047-94.0%

$7,856-87.7%

WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL TSA MATCHING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARREN-FOREST COUNTIES ECONOMIC OPPORTUNITY COUNCIL TSA MATCHING 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