Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP

Name: COMMUNITY ACTION PARTNERSHIP OF ORE GON - EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP (2018) Form 5500
Creator: COMMUNITY ACTION PARTNERSHIP OF ORE GON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP, COMMUNITY ACTION PARTNERSHIP OF ORE GON

COMMUNITY ACTION PARTNERSHIP OF ORE GONEIN 30-0180905Plan #001PY 2018

350 MISSION ST SE STE 201 - SALEM, OR 973026212503-316-3951capo.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$81K

+100.5% from 2017

Total participants

0.0% from 2017

Average account balance

$20,363

+100.5% from 2017

Annual return

9.68%

-25.45 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$309K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3442

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$24

$6 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.029%

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

$20,363

$180,459-88.7%

$154,108-86.8%

$135,380-85.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

9.68%

888.21%-878.5pp

735.21%-725.5pp

519.81%-510.1pp

Employer contribution / active EE

$3,198

$6,035-47.0%

$5,298-39.6%

$4,779-33.1%

Participant deferral / active EE

$6,027

$5,806+3.8%

$5,081+18.6%

$5,609+7.4%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-99.9%

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP

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