Retirement plan

SAN JOAQUIN RIVER EXCHANGE CONTRACTORS WATER AUTHORITY MONEY PURCHASE PLAN

Name: SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITY - SAN JOAQUIN RIVER EXCHANGE CONTRACTORS WATER AUTHORITY MONEY PURCHASE PLAN (2015) Form 5500
Creator: SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN JOAQUIN RIVER EXCHANGE CONTRACTORS WATER AUTHORITY MONEY PURCHASE PLAN, SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITY

SAN JOAQUIN RIVER EXCHANGE CONTRACT AUTHORITYEIN 77-0334483Plan #001PY 2015

P.O. BOX 2115 - LOS BANOS, CA 936352115209-827-8616LinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$223,634

No prior year

Annual return

-1.43%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$371K

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

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2922

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 codes3D2C2G2F

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.
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

1 tripped

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

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

$223,634

$106,115+110.7%

$85,969+160.1%

$125,389+78.4%

Participation rate

100.0%

84.1%+15.9pp

76.5%+23.5pp

83.2%+16.8pp

Annual return

-1.43%

13.93%-15.4pp

9.32%-10.7pp

282.24%-283.7pp

Employer contribution / active EE

$6,407

$4,537+41.2%

$3,474+84.4%

$4,866+31.7%

Participant deferral / active EE

$4,191

$4,859-13.8%

$3,829+9.4%

$5,352-21.7%

Admin fee / account holder

$8,144-100.0%

$6,053-100.0%

$9,541-100.0%

SAN JOAQUIN RIVER EXCHANGE CONTRACTORS WATER AUTHORITY MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAN JOAQUIN RIVER EXCHANGE CONTRACTORS WATER AUTHORITY MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion