Retirement plan

THE COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE 403(B) PLAN

Name: COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE - THE COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE 403(B) PLAN (2019) Form 5500
Creator: COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE 403(B) PLAN, COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE

COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGEEIN 54-1647385Plan #001PY 2019

117 S. LEWIS STREET, PO BOX 815 - STAUNTON, VA 24402540-213-2150

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$352K

+45.3% from 2018

Total participants

0.0% from 2018

Average account balance

$70,339

+45.3% from 2018

Annual return

28.91%

+35.86 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

140.0%

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

$11K

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

+18.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73

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 codes2F2G2L2M2T3D

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.
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

$300

$75 / participant

Other / not subdivided$300100.0%

% of EOY assets

0.085%

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

$70,339

$103,000-31.7%

$90,300-22.1%

$152,885-54.0%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

28.91%

95.19%-66.3pp

78.11%-49.2pp

345.39%-316.5pp

Employer contribution / active EE

$1,774

$3,138-43.5%

$2,854-37.8%

$4,763-62.8%

Participant deferral / active EE

$8,125

$4,281+89.8%

$3,884+109.2%

$5,851+38.9%

Admin fee / account holder

$60

$6,173-99.0%

$5,353-98.9%

$11,598-99.5%

THE COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COMMUNITY FOUNDATION OF THE CENTRAL BLUE RIDGE 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