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. (2020) 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 2020

2050 W BLOUNT ST - PENSACOLA, FL 325012283850-438-4021LinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$3.4M

+17.9% from 2019

Total participants

179

+1.1% from 2019

Average account balance

$19,065

+14.6% from 2019

Annual return

12.49%

+12.49 pp from 2019

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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 CORP2+ years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Account maintenanc...	$1,702

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

$1K

$8 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,065

$58,888-67.6%

$178,499-89.3%

$73,493-74.1%

Participation rate

98.8%

66.2%+32.5pp

81.9%+16.8pp

70.7%+28.1pp

Annual return

12.49%

24.86%-12.4pp

151.10%-138.6pp

28.51%-16.0pp

Employer contribution / active EE

$1,437

$2,236-35.7%

$5,011-71.3%

$2,270-36.7%

Participant deferral / active EE

$785

$2,568-69.4%

$5,202-84.9%

$3,740-79.0%

Admin fee / account holder

$400-98.1%

$13,986-99.9%

$513-98.5%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Account maintenanc...

$1,702

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