Retirement plan

DEER CREEK WATER CORPORATION MONEY PURCHASE PLAN

Name: DEER CREEK WATER CORPORATION - DEER CREEK WATER CORPORATION MONEY PURCHASE PLAN (2020) Form 5500
Creator: DEER CREEK WATER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEER CREEK WATER CORPORATION MONEY PURCHASE PLAN, DEER CREEK WATER CORPORATION

DEER CREEK WATER CORPORATIONEIN 73-0945100Plan #001PY 2020

4621 NW 206TH - EDMOND, OK 73003405-348-0285deercreekmarket.comLinkedIn1-10 employeessupermarkets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+23.1% from 2019

Total participants

0.0% from 2019

Average account balance

$195,661

+23.1% from 2019

Annual return

18.31%

-9.09 pp from 2019

Benchmarks

See 1,417 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,417 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-101.74%

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

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$230

$38 / participant

Other / not subdivided$230100.0%

% of EOY assets

0.020%

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

$195,661

$111,301+75.8%

$112,977+73.2%

$158,966+23.1%

Participation rate

100.0%

83.5%+16.5pp

82.6%+17.4pp

82.0%+18.0pp

Annual return

18.31%

26.40%-8.1pp

24.24%-5.9pp

302.95%-284.6pp

Employer contribution / active EE

$7,622

$4,471+70.5%

$4,255+79.2%

$4,762+60.0%

Participant deferral / active EE

$5,880-100.0%

$5,836-100.0%

$5,983-100.0%

Admin fee / account holder

$38

$8,392-99.5%

$6,294-99.4%

$11,250-99.7%

DEER CREEK WATER CORPORATION MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEER CREEK WATER CORPORATION MONEY PURCHASE 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