Retirement plan

THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY 401(K) P/S PLAN

Name: THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY - THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY 401(K) P/S PLAN (2015) Form 5500
Creator: THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY 401(K) P/S PLAN, THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY

THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTYEIN 77-0496500Plan #002PY 2015

550 DANA STREET - SAN LUIS OBISPO, CA 93401805-543-2323cfsloco.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$240K

No prior year

Total participants

No prior year

Average account balance

$48,061

No prior year

Annual return

0.10%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$448K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+23.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$218

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 codes2G3D2F2E2J

Plan features

2E
Profit-sharing
Profit-sharing 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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$66

$13 / participant

Other / not subdivided$66100.0%

% of EOY assets

0.027%

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

$48,061

$84,685-43.2%

$73,836-34.9%

$125,389-61.7%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

0.10%

3123.80%-3123.7pp

2268.06%-2268.0pp

282.24%-282.1pp

Employer contribution / active EE

$1,441

$3,123-53.9%

$2,787-48.3%

$4,866-70.4%

Participant deferral / active EE

$9,258

$3,993+131.9%

$3,583+158.4%

$5,352+73.0%

Admin fee / account holder

$13

$5,694-99.8%

$4,882-99.7%

$9,541-99.9%

THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY 401(K) P/S 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