Retirement plan

EMPLOYEE BENEFIT PLAN OF WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC.

Name: WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC. - EMPLOYEE BENEFIT PLAN OF WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC. (2018) Form 5500
Creator: WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC., WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC.

WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC.EIN 37-0892145Plan #001PY 2018

PO BOX 7 - STEELEVILLE, IL 622880007618-965-3458

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$94K

No prior year

Total participants

No prior year

Average account balance

$2,083

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$862K

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.

113.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+6.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$374

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 codes2F2S2T

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 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

$170

$4 / participant

Other / not subdivided$170100.0%

% of EOY assets

0.181%

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

$2,083

$49,177-95.8%

$79,467-97.4%

$64,173-96.8%

Participation rate

97.8%

65.0%+32.7pp

73.3%+24.4pp

69.6%+28.2pp

Annual return

0.00%

-1.16%+1.2pp

718.30%-718.3pp

7.63%-7.6pp

Employer contribution / active EE

$790

$2,076-61.9%

$2,800-71.8%

$2,381-66.8%

Participant deferral / active EE

$1,299

$2,821-54.0%

$3,704-64.9%

$3,470-62.6%

Admin fee / account holder

$3,839-99.9%

$5,104-99.9%

$4,887-99.9%

EMPLOYEE BENEFIT PLAN OF WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WESTERN EGYPTIAN ECONOMIC OPPORTUNITY COUNCIL, INC.

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