Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA

Name: COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA - EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA (2021) Form 5500
Creator: COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA, COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA

COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANAEIN 35-6062298Plan #001PY 2021

PO BOX 188 - COVINGTON, IN 479320188765-793-4881

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.8M

+3.1% from 2020

Total participants

147

-12.0% from 2020

Average account balance

$33,879

+8.6% from 2020

Annual return

12.80%

+1.93 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.41M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

139

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.

64.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Recordkeepi...	$1,169

Plan features & details

Pension benefit codes2F2G2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$11 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COMER, NOWLING, AND ASSOCIATES P.C.
Auditor EIN: 352119569
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,879

$95,406-64.5%

$185,849-81.8%

$85,847-60.5%

Participation rate

62.8%

68.8%-6.0pp

81.7%-18.9pp

69.3%-6.6pp

Annual return

12.80%

23.59%-10.8pp

122.10%-109.3pp

318.61%-305.8pp

Employer contribution / active EE

$679

$3,314-79.5%

$5,169-86.9%

$2,565-73.5%

Participant deferral / active EE

$1,137

$3,424-66.8%

$5,569-79.6%

$3,952-71.2%

Admin fee / account holder

$10

$7,214-99.9%

$16,244-99.9%

$6,261-99.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Recordkeepi...

$1,169

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA

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