Retirement plan

CAREERTECH ADMINISTRATIVE COUNCIL, INC

Name: ORA MORGAN - CAREERTECH ADMINISTRATIVE COUNCIL, INC (2020) Form 5500
Creator: ORA MORGAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAREERTECH ADMINISTRATIVE COUNCIL, INC, ORA MORGAN

ORA MORGANdba CAREERTECH ADMINISTRATIVE COUNCIL, INCEIN 73-0973044Plan #001PY 2020

2801 N LINCOLN BLVD STE 130 - OKLAHOMA CITY, OK 731054203405-525-8309

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$129K

+33.5% from 2019

Total participants

0.0% from 2019

Average account balance

$25,871

+33.5% from 2019

Annual return

7.89%

-2.28 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$256K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+7.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$173

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$355

$89 / participant

Other / not subdivided$355100.0%

% of EOY assets

0.274%

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

$25,871

$100,938-74.4%

$90,461-71.4%

$158,982-83.7%

Participation rate

75.0%

75.0%0pp

72.7%+2.3pp

82.0%-7.0pp

Annual return

7.89%

1727.20%-1719.3pp

1294.76%-1286.9pp

302.99%-295.1pp

Employer contribution / active EE

$5,457

$3,691+47.8%

$3,264+67.2%

$4,763+14.6%

Participant deferral / active EE

$750

$4,350-82.8%

$3,964-81.1%

$5,983-87.5%

Admin fee / account holder

$71

$6,510-98.9%

$5,617-98.7%

$11,252-99.4%

CAREERTECH ADMINISTRATIVE COUNCIL, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAREERTECH ADMINISTRATIVE COUNCIL, INC

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