Retirement plan

NORTH CAROLINA COASTAL FEDERATION, INC.

Name: NORTH CAROLINA COASTAL FEDERAT - NORTH CAROLINA COASTAL FEDERATION, INC. (2024) Form 5500
Creator: NORTH CAROLINA COASTAL FEDERAT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH CAROLINA COASTAL FEDERATION, INC., NORTH CAROLINA COASTAL FEDERAT

NORTH CAROLINA COASTAL FEDERATEIN 58-1494098Plan #001PY 2024

3609 HIGHWAY 24 - NEWPORT, NC 285705509252-393-8185nccoast.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.3M

+27.5% from 2023

Total participants

-77.4% from 2023

Average account balance

$713,537

+558.6% from 2023

Annual return

20.88%

+1.12 pp from 2023

Benchmarks

See 8,036 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,036 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.28M

Not enough data

1 years with asset history on file

Average account balance

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

$714K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+20.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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 codes2G3D2J

Plan features

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$194

$28 / participant

Other / not subdivided$194100.0%

% of EOY assets

0.005%

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

$713,537

$72,426+885.2%

$67,560+956.2%

$145,897+389.1%

Participation rate

85.7%

76.9%+8.8pp

72.9%+12.8pp

80.3%+5.4pp

Annual return

20.88%

7226.78%-7205.9pp

3533.50%-3512.6pp

552.29%-531.4pp

Employer contribution / active EE

$9,504

$3,074+209.1%

$2,737+247.3%

$4,663+103.8%

Participant deferral / active EE

$22,159

$4,785+363.1%

$4,004+453.4%

$6,689+231.3%

Admin fee / account holder

$32

$5,514-99.4%

$3,994-99.2%

$13,390-99.8%

NORTH CAROLINA COASTAL FEDERATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH CAROLINA COASTAL FEDERATION, INC.

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