Retirement plan

COMMODITY MARKETS COUNCIL 401(K)

Name: COMMODITY MARKETS COUNCIL - COMMODITY MARKETS COUNCIL 401(K) (2023) Form 5500
Creator: COMMODITY MARKETS COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMODITY MARKETS COUNCIL 401(K), COMMODITY MARKETS COUNCIL

COMMODITY MARKETS COUNCILEIN 52-1420879Plan #002PY 2023

600 PENNSYLVANIA AVENUE, SE NO. 300 - WASHINGTON, DC 20003202-842-0400commoditymkts.orgLinkedIn1-10 employeesgovernment relations

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$557K

+38.0% from 2022

Total participants

0.0% from 2022

Average account balance

$185,792

+38.0% from 2022

Annual return

24.45%

+50.85 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$729K

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+20.52%

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

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 codes2H2J

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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

$185,792

$96,691+92.1%

$86,656+114.4%

$139,487+33.2%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

24.45%

106.87%-82.4pp

593.09%-568.6pp

373.84%-349.4pp

Employer contribution / active EE

$16,253

$3,267+397.5%

$3,025+437.2%

$4,755+241.8%

Participant deferral / active EE

$11,160

$4,838+130.7%

$4,439+151.4%

$6,713+66.2%

Admin fee / account holder

$6,414-100.0%

$5,619-100.0%

$11,407-100.0%

COMMODITY MARKETS COUNCIL 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COMMODITY MARKETS COUNCIL 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion