Retirement plan

EMPLOYEE BENEFIT PLAN OF MISSOURI COMMUNITY ACTION NETWORK

Name: MISSOURI COMMUNITY ACTION NETWORK - EMPLOYEE BENEFIT PLAN OF MISSOURI COMMUNITY ACTION NETWORK (2016) Form 5500
Creator: MISSOURI COMMUNITY ACTION NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MISSOURI COMMUNITY ACTION NETWORK, MISSOURI COMMUNITY ACTION NETWORK

MISSOURI COMMUNITY ACTION NETWORKEIN 43-1041156Plan #001PY 2016

2014 WILLIAM ST - JEFFERSON CITY, MO 651091186573-634-2969LinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$604K

+2.3% from 2015

Total participants

+6.7% from 2015

Average account balance

$40,267

+2.3% from 2015

Annual return

8.68%

+7.21 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$599K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

383.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6168

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 codes2E2F2G2J

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.

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

$107K

$9706 / participant

Other / not subdivided$107K100.0%

% of EOY assets

17.676%

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

$40,267

$90,486-55.5%

$78,676-48.8%

$273,972-85.3%

Participation rate

90.9%

76.5%+14.4pp

73.6%+17.3pp

83.0%+7.9pp

Annual return

8.68%

75.62%-66.9pp

62.19%-53.5pp

41.46%-32.8pp

Employer contribution / active EE

$2,627

$3,175-17.3%

$2,850-7.8%

$4,869-46.0%

Participant deferral / active EE

$3,642

$3,901-6.6%

$3,517+3.6%

$5,287-31.1%

Admin fee / account holder

$7,118

$5,263+35.2%

$4,510+57.8%

$10,133-29.8%

EMPLOYEE BENEFIT PLAN OF MISSOURI COMMUNITY ACTION NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MISSOURI COMMUNITY ACTION NETWORK

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