Retirement plan

CASA RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: COURT APPOINTED SPECIAL ADVOCATE MONTGOMERY COUNTY MARYLAND INC. - CASA RETIREMENT & EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: COURT APPOINTED SPECIAL ADVOCATE MONTGOMERY COUNTY MARYLAND INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASA RETIREMENT & EMPLOYEE SAVINGS PLAN, COURT APPOINTED SPECIAL ADVOCATE MONTGOMERY COUNTY MARYLAND INC.

COURT APPOINTED SPECIAL ADVOCATE MONTGOMERY COUNTY MARYLAND INC.EIN 52-1639595Plan #001PY 2016

1010 GRANDIN AVENUE RM B-3 - ROCKVILLE, MD 208511300301-340-7458

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$274K

+16.5% from 2015

Total participants

0.0% from 2015

Average account balance

$24,953

+16.5% from 2015

Annual return

10.74%

+12.95 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$603K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$622

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$175

$25 / participant

Other / not subdivided$175100.0%

% of EOY assets

0.064%

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

$24,953

$90,486-72.4%

$78,676-68.3%

$273,972-90.9%

Participation rate

57.1%

76.5%-19.4pp

73.6%-16.4pp

83.0%-25.9pp

Annual return

10.74%

75.62%-64.9pp

62.19%-51.4pp

41.46%-30.7pp

Employer contribution / active EE

$708

$3,175-77.7%

$2,850-75.1%

$4,869-85.5%

Participant deferral / active EE

$1,221

$3,901-68.7%

$3,517-65.3%

$5,287-76.9%

Admin fee / account holder

$16

$5,263-99.7%

$4,510-99.6%

$10,133-99.8%

CASA RETIREMENT & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASA RETIREMENT & EMPLOYEE SAVINGS 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