Retirement plan

COMMUNITY SERVICE COUNCIL OF GREATER TULSA 403(B) PLAN

Name: COMMUNITY SERVICE COUNCIL OF GREATER TULSA, INC. - COMMUNITY SERVICE COUNCIL OF GREATER TULSA 403(B) PLAN (2024) Form 5500
Creator: COMMUNITY SERVICE COUNCIL OF GREATER TULSA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY SERVICE COUNCIL OF GREATER TULSA 403(B) PLAN, COMMUNITY SERVICE COUNCIL OF GREATER TULSA, INC.

COMMUNITY SERVICE COUNCIL OF GREATER TULSA, INC.EIN 73-0580282Plan #002PY 2024

115 W 3RD ST, STE 600 - TULSA, OK 74103918-549-1012

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3M

-7.0% from 2023

Total participants

-6.5% from 2023

Average account balance

$35,870

-2.6% from 2023

Annual return

8.21%

-1.43 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

160.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

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

+8.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7286

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 codes2F2G2L2M2S2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$619K

$11685 / participant

Other / not subdivided$619K100.0%

% of EOY assets

20.313%

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

$35,870

$81,276-55.9%

$155,574-76.9%

$80,925-55.7%

Participation rate

98.1%

66.2%+31.9pp

78.2%+19.9pp

67.7%+30.5pp

Annual return

8.21%

33.36%-25.2pp

64.87%-56.7pp

35.65%-27.4pp

Employer contribution / active EE

$400

$3,103-87.1%

$4,676-91.4%

$2,756-85.5%

Participant deferral / active EE

$1,688

$3,453-51.1%

$5,629-70.0%

$4,299-60.7%

Admin fee / account holder

$7,286

$7,993-8.8%

$15,914-54.2%

$6,940+5.0%

COMMUNITY SERVICE COUNCIL OF GREATER TULSA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY SERVICE COUNCIL OF GREATER TULSA 403(B) 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