Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM COMMITTEE, INC.

Name: COMMUNITY ACTION PROGRAM COMMITTEE, INC. - EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM COMMITTEE, INC. (2019) Form 5500
Creator: COMMUNITY ACTION PROGRAM COMMITTEE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM COMMITTEE, INC., COMMUNITY ACTION PROGRAM COMMITTEE, INC.

COMMUNITY ACTION PROGRAM COMMITTEE, INC.EIN 59-1118735Plan #008PY 2019

1380 N PALAFOX ST - PENSACOLA, FL 325012641850-438-4021LinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#007Retirement--

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2.9M

No prior year

Total participants

177

No prior year

Average account balance

$16,636

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.58M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

172

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$324K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.13%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1+ years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,526

Plan features & details

Pension benefit codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$430

$2 / participant

Other / not subdivided$430100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SALTMARSH, CLEAVELAND & GUND
Auditor EIN: 592922169
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,636

$52,961-68.6%

$172,752-90.4%

$65,185-74.5%

Participation rate

97.2%

66.2%+31.0pp

82.6%+14.5pp

70.2%+27.0pp

Annual return

0.00%

30.12%-30.1pp

802.97%-803.0pp

29.38%-29.4pp

Employer contribution / active EE

$783

$2,190-64.2%

$5,144-84.8%

$2,177-64.0%

Participant deferral / active EE

$447

$2,471-81.9%

$5,198-91.4%

$3,514-87.3%

Admin fee / account holder

$472-99.5%

$13,955-100.0%

$847-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,526

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM COMMITTEE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM COMMITTEE, 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