Retirement plan

COMMUNITY PARTNERSHIP OF THE OZARKS, INC. 403(B) PLAN

Name: COMMUNITY PARTNERSHIP OF THE - COMMUNITY PARTNERSHIP OF THE OZARKS, INC. 403(B) PLAN (2024) Form 5500
Creator: COMMUNITY PARTNERSHIP OF THE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY PARTNERSHIP OF THE OZARKS, INC. 403(B) PLAN, COMMUNITY PARTNERSHIP OF THE

COMMUNITY PARTNERSHIP OF THEEIN 43-1830026Plan #001PY 2024

330 N. JEFFERSON AVE. - SPRINGFIELD, MO 65806417-888-2020thecommunitypartnership.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$2.2M

+19.2% from 2023

Total participants

-11.2% from 2023

Average account balance

$28,080

+35.6% from 2023

Annual return

33.73%

+13.96 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.25M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

108.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$311K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+33.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7509

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 codes2G2F3D2J2E2T

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

2 tripped

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

$601K

$8118 / participant

Other / not subdivided$601K100.0%

% of EOY assets

26.741%

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

$28,080

$81,331-65.5%

$155,534-81.9%

$80,935-65.3%

Participation rate

79.7%

66.3%+13.5pp

78.2%+1.5pp

67.7%+12.1pp

Annual return

33.73%

33.37%+0.4pp

64.92%-31.2pp

35.66%-1.9pp

Employer contribution / active EE

$3,526

$3,105+13.6%

$4,675-24.6%

$2,757+27.9%

Participant deferral / active EE

$673

$3,454-80.5%

$5,630-88.1%

$4,299-84.4%

Admin fee / account holder

$7,509

$7,999-6.1%

$15,900-52.8%

$6,924+8.4%

COMMUNITY PARTNERSHIP OF THE OZARKS, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY PARTNERSHIP OF THE OZARKS, INC. 403(B) 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