Retirement plan

THE COUNTY SHERIFFS OF COLORADO 403B PLAN

Name: THE COUNTY SHERIFFS OF COLORADO - THE COUNTY SHERIFFS OF COLORADO 403B PLAN (2016) Form 5500
Creator: THE COUNTY SHERIFFS OF COLORADO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COUNTY SHERIFFS OF COLORADO 403B PLAN, THE COUNTY SHERIFFS OF COLORADO

THE COUNTY SHERIFFS OF COLORADOEIN 84-0728686Plan #001PY 2016

9008 NORTH US HWY 85, UNIT C - LITTLETON, CO 801251719720-344-2762csoc.orgLinkedIn1-10 employeeslaw enforcement

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$355K

-9.0% from 2015

Total participants

-8.3% from 2015

Average account balance

$32,300

-0.8% from 2015

Annual return

-0.24%

-1.54 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$815K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+175.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2F2G2L

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$82K

$13743 / participant

Other / not subdivided$82K100.0%

% of EOY assets

23.208%

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

$32,300

$90,486-64.3%

$78,676-58.9%

$273,972-88.2%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

-0.24%

75.62%-75.9pp

62.19%-62.4pp

41.46%-41.7pp

Employer contribution / active EE

$3,888

$3,175+22.5%

$2,850+36.4%

$4,869-20.1%

Participant deferral / active EE

$4,124

$3,901+5.7%

$3,517+17.3%

$5,287-22.0%

Admin fee / account holder

$7,496

$5,263+42.4%

$4,510+66.2%

$10,133-26.0%

THE COUNTY SHERIFFS OF COLORADO 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COUNTY SHERIFFS OF COLORADO 403B 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