Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP

Name: BLUE VALLEY COMMUNITY ACTION P - 403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP (2024) Form 5500
Creator: BLUE VALLEY COMMUNITY ACTION P
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP, BLUE VALLEY COMMUNITY ACTION P

BLUE VALLEY COMMUNITY ACTION PEIN 47-0492640Plan #001PY 2024

620 5TH ST - FAIRBURY, NE 683522624402-729-2278LinkedIn11-50 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.1M

+16.0% from 2023

Total participants

178

+4.1% from 2023

Average account balance

$12,872

+15.3% from 2023

Annual return

12.58%

-3.35 pp from 2023

Benchmarks

See 6,007 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,007 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

160

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.

82.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

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

+12.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP5 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Account maintenanc...	$1,121

Plan features & details

Pension benefit codes2G2J2K2T

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$11 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.054%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JARRED, GILMORE & PHILLIPS, PA
Auditor EIN: 203906022
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,872

$55,446-76.8%

$155,574-91.7%

$74,429-82.7%

Participation rate

82.7%

61.9%+20.8pp

78.2%+4.5pp

67.2%+15.5pp

Annual return

12.58%

269.20%-256.6pp

64.87%-52.3pp

1368.38%-1355.8pp

Employer contribution / active EE

$908

$2,266-59.9%

$4,676-80.6%

$2,625-65.4%

Participant deferral / active EE

$978

$2,836-65.5%

$5,629-82.6%

$4,348-77.5%

Admin fee / account holder

$1,743-99.6%

$15,914-100.0%

$1,944-99.6%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP5 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Account maintenanc...

$1,121

403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP

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