Retirement plan

SUSSEX CONSERVATION DISTRICT 401(K) PLAN

Name: SUSSEX CONSERVATION DISTRICT - SUSSEX CONSERVATION DISTRICT 401(K) PLAN (2018) Form 5500
Creator: SUSSEX CONSERVATION DISTRICT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUSSEX CONSERVATION DISTRICT 401(K) PLAN, SUSSEX CONSERVATION DISTRICT

SUSSEX CONSERVATION DISTRICTEIN 51-0064330Plan #001PY 2018

23818 SHORTLY ROAD - GEORGETOWN, DE 19947302-856-7219sussexconservation.orgLinkedIn11-50 employeesgovernment administration

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$676K

+0.2% from 2017

Total participants

-10.0% from 2017

Average account balance

$18,791

-10.9% from 2017

Annual return

-7.08%

-28.78 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$232K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3283

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$81 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.428%

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

$18,791

$49,177-61.8%

$79,467-76.4%

$64,173-70.7%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.6%+30.4pp

Annual return

-7.08%

-1.16%-5.9pp

718.30%-725.4pp

7.63%-14.7pp

Employer contribution / active EE

$2,076-100.0%

$2,800-100.0%

$2,381-100.0%

Participant deferral / active EE

$1,424

$2,821-49.5%

$3,704-61.6%

$3,470-59.0%

Admin fee / account holder

$81

$3,839-97.9%

$5,104-98.4%

$4,887-98.4%

SUSSEX CONSERVATION DISTRICT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUSSEX CONSERVATION DISTRICT 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