Retirement plan

CORDILLERA AND AFFILIATED COMPANIES MONEY PURCHASE PENSION PLAN

Name: CORDILLERA CORPORATION - CORDILLERA AND AFFILIATED COMPANIES MONEY PURCHASE PENSION PLAN (2021) Form 5500
Creator: CORDILLERA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORDILLERA AND AFFILIATED COMPANIES MONEY PURCHASE PENSION PLAN, CORDILLERA CORPORATION

CORDILLERA CORPORATIONEIN 84-0718345Plan #333PY 2021

7800 EAST DORADO PLACE, SUITE 250 - ENGLEWOOD, CO 801112336303-779-8811

Other plans on this EIN

1 filing

#334Retirement-$13.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12M

+12.3% from 2020

Total participants

118

-1.7% from 2020

Average account balance

$101,841

+12.3% from 2020

Annual return

16.23%

-0.80 pp from 2020

Benchmarks

See 519 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants25-99

Cohort519 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.02M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

144

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.

68.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$526K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930	Recordkeeping	$1,050

Plan features & details

Pension benefit codes2C2G2R2F2T3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$25 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HIRATSUKA & ASSOCIATES, LLP
Auditor EIN: 841315974
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,841

$102,065-0.2%

$453,569-77.5%

$85,847+18.6%

Participation rate

100.0%

72.4%+27.6pp

78.0%+22.0pp

69.3%+30.7pp

Annual return

16.23%

25.44%-9.2pp

64.43%-48.2pp

318.61%-302.4pp

Employer contribution / active EE

$4,469

$2,852+56.7%

$4,072+9.8%

$2,565+74.2%

Participant deferral / active EE

$4,789-100.0%

$6,211-100.0%

$3,952-100.0%

Admin fee / account holder

$17

$5,717-99.7%

$11,214-99.9%

$6,261-99.7%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.7+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$1,050

CORDILLERA AND AFFILIATED COMPANIES MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORDILLERA AND AFFILIATED COMPANIES MONEY PURCHASE PENSION 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