Retirement plan

CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL RETIREMENT PLAN

Name: CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL - CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL RETIREMENT PLAN (2015) Form 5500
Creator: CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL RETIREMENT PLAN, CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL

CLAY COUNTY ECONOMIC DEVELOPMENT COUNCILEIN 43-1130682Plan #001PY 2015

1251 NW BRIARCLIFF PARKWAY, SUITE 25 - KANSAS CITY, MO 64116816-468-4989clayedc.comLinkedIn1-10 employeesprogram development

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$212K

No prior year

Total participants

No prior year

Average account balance

$52,936

No prior year

Annual return

-0.96%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$136K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

600.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8166

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 codes2E2F2G2J3D

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.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$115

$29 / participant

Other / not subdivided$115100.0%

% of EOY assets

0.054%

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

$52,936

$84,685-37.5%

$73,836-28.3%

$125,389-57.8%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.96%

3123.80%-3124.8pp

2268.06%-2269.0pp

282.24%-283.2pp

Employer contribution / active EE

$3,579

$3,123+14.6%

$2,787+28.4%

$4,866-26.5%

Participant deferral / active EE

$220

$3,993-94.5%

$3,583-93.9%

$5,352-95.9%

Admin fee / account holder

$29

$5,694-99.5%

$4,882-99.4%

$9,541-99.7%

CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLAY COUNTY ECONOMIC DEVELOPMENT COUNCIL RETIREMENT 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