Retirement plan

CAMFED USA FOUNDATION 401(K)

Name: CAMFED USA FOUNDATION - CAMFED USA FOUNDATION 401(K) (2020) Form 5500
Creator: CAMFED USA FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMFED USA FOUNDATION 401(K), CAMFED USA FOUNDATION

CAMFED USA FOUNDATIONEIN 54-2033897Plan #001PY 2020

466 GEARY STREET STE 400 - SAN FRANCISCO, CA 941021262415-963-4489

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$747K

+28.6% from 2019

Total participants

+10.0% from 2019

Average account balance

$93,349

-3.6% from 2019

Annual return

16.53%

-7.91 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$209K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+22.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14686

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$93,349

$100,938-7.5%

$90,461+3.2%

$158,982-41.3%

Participation rate

62.5%

75.0%-12.5pp

72.7%-10.2pp

82.0%-19.5pp

Annual return

16.53%

1727.20%-1710.7pp

1294.76%-1278.2pp

302.99%-286.5pp

Employer contribution / active EE

$3,081

$3,691-16.6%

$3,264-5.6%

$4,763-35.3%

Participant deferral / active EE

$5,657

$4,350+30.1%

$3,964+42.7%

$5,983-5.5%

Admin fee / account holder

$6,510-100.0%

$5,617-100.0%

$11,252-100.0%

CAMFED USA FOUNDATION 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMFED USA FOUNDATION 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