Retirement plan

CAMERATA PACIFICA 403(B) PLAN

Name: CAMERATA PACIFICA - CAMERATA PACIFICA 403(B) PLAN (2022) Form 5500
Creator: CAMERATA PACIFICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMERATA PACIFICA 403(B) PLAN, CAMERATA PACIFICA

CAMERATA PACIFICAEIN 33-0104649Plan #002PY 2022

P.O. BOX 30116 - SANTA BARBARA, CA 93130805-884-8410cameratapacifica.orgLinkedIn1-10 employeesperforming arts

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$321K

-7.1% from 2021

Total participants

0.0% from 2021

Average account balance

$64,125

-44.2% from 2021

Annual return

-14.85%

-47.11 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$442K

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22947

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 codes2F2G2J3D2T

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.
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.
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

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

$3K

$691 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.861%

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

$64,125

$152,591-58.0%

$117,529-45.4%

$134,545-52.3%

Participation rate

75.0%

77.1%-2.1pp

70.6%+4.4pp

81.2%-6.2pp

Annual return

-14.85%

53.04%-67.9pp

29.77%-44.6pp

418.37%-433.2pp

Employer contribution / active EE

$5,576-100.0%

$4,179-100.0%

$4,742-100.0%

Participant deferral / active EE

$6,907

$4,821+43.3%

$4,072+69.6%

$6,401+7.9%

Admin fee / account holder

$552

$7,004-92.1%

$5,645-90.2%

$11,431-95.2%

CAMERATA PACIFICA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMERATA PACIFICA 403(B) 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