Retirement plan

COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN 401K PLAN

Name: COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN - COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN 401K PLAN (2018) Form 5500
Creator: COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN 401K PLAN, COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN

COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUINEIN 68-0475602Plan #001PY 2018

401 N. SAN JOAQUIN STREET SUITE 216 - STOCKTON, CA 95202209-444-4125

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$732K

+12.5% from 2017

Total participants

+7.0% from 2017

Average account balance

$22,886

-8.6% from 2017

Annual return

9.78%

-7.06 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$342K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

103.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$195 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.744%

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

$22,886

$75,962-69.9%

$154,108-85.1%

$64,173-64.3%

Participation rate

50.0%

70.4%-20.4pp

83.0%-33.0pp

69.6%-19.6pp

Annual return

9.78%

30.32%-20.5pp

735.21%-725.4pp

7.63%+2.1pp

Employer contribution / active EE

$3,350-100.0%

$5,298-100.0%

$2,381-100.0%

Participant deferral / active EE

$813

$3,175-74.4%

$5,081-84.0%

$3,470-76.6%

Admin fee / account holder

$170

$5,589-97.0%

$13,411-98.7%

$4,887-96.5%

COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN 401K PLAN

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