Retirement plan

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 401(K) PLAN

Name: COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN, INC. - COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 401(K) PLAN (2020) Form 5500
Creator: COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 401(K) PLAN, COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN, INC.

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN, INC.EIN 39-1577472Plan #001PY 2020

500 FIRST STREET, SUITE 2600 - WAUSAU, WI 54403715-845-9555cfoncw.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+22.6% from 2019

Total participants

0.0% from 2019

Average account balance

$274,136

+22.6% from 2019

Annual return

21.14%

-6.16 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$819K

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60439

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$6K

$1530 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.558%

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

$274,136

$100,895+171.7%

$90,430+203.1%

$158,950+72.5%

Participation rate

50.0%

75.0%-25.0pp

72.7%-22.7pp

82.0%-32.0pp

Annual return

21.14%

1725.54%-1704.4pp

1293.73%-1272.6pp

302.91%-281.8pp

Employer contribution / active EE

$1,112

$3,689-69.9%

$3,262-65.9%

$4,762-76.7%

Participant deferral / active EE

$2,224

$4,347-48.8%

$3,963-43.9%

$5,983-62.8%

Admin fee / account holder

$1,530

$6,505-76.5%

$5,613-72.7%

$11,248-86.4%

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 401(K) 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