Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF BARTLESVILLE COMMUNITY CENTER TRUST AUTHORITY

Name: BARTLESVILLE COMMUNITY CENTER - 403(B) THRIFT PLAN FOR EMPLOYEES OF BARTLESVILLE COMMUNITY CENTER TRUST AUTHORITY (2025) Form 5500
Creator: BARTLESVILLE COMMUNITY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF BARTLESVILLE COMMUNITY CENTER TRUST AUTHORITY, BARTLESVILLE COMMUNITY CENTER

BARTLESVILLE COMMUNITY CENTEREIN 73-1059883Plan #001PY 2025

PO BOX 1027 - BARTLESVILLE, OK 740051027918-337-2787bartlesvillecommunitycenter.comLinkedIn11-50 employeesperforming arts

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$497K

-21.8% from 2024

Total participants

-20.0% from 2024

Average account balance

$62,081

-2.3% from 2024

Annual return

6.21%

-4.73 pp from 2024

Benchmarks

See 8,171 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,171 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$497K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

114.3%

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

$4K

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

+6.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26136

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 codes2G3D2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$209K

$29870 / participant

Other / not subdivided$209K100.0%

% of EOY assets

42.100%

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

$62,081

$149,040-58.3%

$120,225-48.4%

$137,256-54.8%

Participation rate

100.0%

75.4%+24.6pp

69.6%+30.4pp

80.0%+20.0pp

Annual return

6.21%

605.68%-599.5pp

439.23%-433.0pp

220.34%-214.1pp

Employer contribution / active EE

$2,825

$4,350-35.1%

$3,475-18.7%

$4,156-32.0%

Participant deferral / active EE

$1,607

$4,655-65.5%

$3,999-59.8%

$6,407-74.9%

Admin fee / account holder

$26,136

$6,348+311.7%

$5,696+358.8%

$12,270+113.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF BARTLESVILLE COMMUNITY CENTER TRUST AUTHORITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF BARTLESVILLE COMMUNITY CENTER TRUST AUTHORITY

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