Retirement plan

EMPLOYEE BENEFIT PLAN OF COMMUNITY DRUG AND ALCOHOL COUNCIL

Name: COMMUNITY DRUG AND ALCOHOL COUNCIL - EMPLOYEE BENEFIT PLAN OF COMMUNITY DRUG AND ALCOHOL COUNCIL (2017) Form 5500
Creator: COMMUNITY DRUG AND ALCOHOL COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COMMUNITY DRUG AND ALCOHOL COUNCIL, COMMUNITY DRUG AND ALCOHOL COUNCIL

COMMUNITY DRUG AND ALCOHOL COUNCILEIN 59-1380927Plan #002PY 2017

3804 N 9TH AVE - PENSACOLA, FL 32503850-434-2724cdac.infoLinkedIn51-200 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#001Retirement-$388K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+31.2% from 2016

Total participants

+9.2% from 2016

Average account balance

$25,791

+29.2% from 2016

Annual return

24.05%

+22.71 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.57M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

124

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$299K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.83%

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

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 codes2E2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$113K

$1889 / participant

Other / not subdivided$113K100.0%

% of EOY assets

6.658%

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

$25,791

$84,236-69.4%

$170,435-84.9%

$70,126-63.2%

Participation rate

91.7%

70.8%+20.8pp

83.6%+8.1pp

69.5%+22.1pp

Annual return

24.05%

23.06%+1.0pp

205.94%-181.9pp

73.15%-49.1pp

Employer contribution / active EE

$628

$3,387-81.5%

$5,432-88.4%

$2,343-73.2%

Participant deferral / active EE

$2,805

$3,086-9.1%

$4,939-43.2%

$3,332-15.8%

Admin fee / account holder

$1,717

$5,698-69.9%

$13,881-87.6%

$4,645-63.0%

EMPLOYEE BENEFIT PLAN OF COMMUNITY DRUG AND ALCOHOL COUNCIL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COMMUNITY DRUG AND ALCOHOL COUNCIL

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