Retirement plan

403(B) THRIFT PLAN OF COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS

Name: COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS - 403(B) THRIFT PLAN OF COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS (2019) Form 5500
Creator: COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS, COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS

COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOISEIN 37-0895679Plan #001PY 2019

1800 5TH ST - LINCOLN, IL 626569107217-732-2159capcil.infoLinkedIn51-200 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$983K

+31.6% from 2018

Total participants

+10.2% from 2018

Average account balance

$19,269

+26.4% from 2018

Annual return

20.17%

+22.67 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

55.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

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

-19.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1125

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$251 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.767%

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

$19,269

$85,171-77.4%

$172,752-88.8%

$72,975-73.6%

Participation rate

90.0%

70.1%+19.9pp

82.6%+7.4pp

69.5%+20.5pp

Annual return

20.17%

27.32%-7.2pp

802.97%-782.8pp

81.01%-60.8pp

Employer contribution / active EE

$967

$3,324-70.9%

$5,144-81.2%

$2,440-60.4%

Participant deferral / active EE

$2,063

$3,260-36.7%

$5,198-60.3%

$3,608-42.8%

Admin fee / account holder

$148

$5,880-97.5%

$13,955-98.9%

$5,124-97.1%

403(B) THRIFT PLAN OF COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF COMMUNITY ACTION PARTNERSHIP OF CENTRAL ILLINOIS

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