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 (2021) 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 2021

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

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+42.5% from 2020

Total participants

-7.7% from 2020

Average account balance

$30,162

+46.4% from 2020

Annual return

38.86%

+39.79 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$969

$35 / participant

Other / not subdivided$969100.0%

% of EOY assets

0.087%

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

$30,162

$95,406-68.4%

$185,849-83.8%

$85,847-64.9%

Participation rate

60.7%

68.8%-8.1pp

81.7%-21.0pp

69.3%-8.6pp

Annual return

38.86%

23.59%+15.3pp

122.10%-83.2pp

318.61%-279.7pp

Employer contribution / active EE

$3,314-100.0%

$5,169-100.0%

$2,565-100.0%

Participant deferral / active EE

$1,038

$3,424-69.7%

$5,569-81.4%

$3,952-73.7%

Admin fee / account holder

$26

$7,214-99.6%

$16,244-99.8%

$6,261-99.6%

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