Retirement plan

HOOD CANAL COORDINATING COUNCIL 401(K) RETIREMENT PLAN

Name: HOOD CANAL COORDINATING COUNCIL - HOOD CANAL COORDINATING COUNCIL 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: HOOD CANAL COORDINATING COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOOD CANAL COORDINATING COUNCIL 401(K) RETIREMENT PLAN, HOOD CANAL COORDINATING COUNCIL

HOOD CANAL COORDINATING COUNCILEIN 91-2085994Plan #001PY 2017

17791 FJORD DRIVE NE, SUITE 118 - POULSBO, WA 983708481360-394-0046hccc.wa.govLinkedIn1-10 employeesmuseums and institutions

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$848K

+19.5% from 2016

Total participants

0.0% from 2016

Average account balance

$106,062

+19.5% from 2016

Annual return

7.10%

+4.62 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$441K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106250

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$100

$14 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.012%

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

$106,062

$99,011+7.1%

$86,582+22.5%

$147,586-28.1%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

7.10%

1312.75%-1305.6pp

965.08%-958.0pp

578.59%-571.5pp

Employer contribution / active EE

$5,651

$3,132+80.4%

$2,839+99.0%

$4,876+15.9%

Participant deferral / active EE

$6,912

$3,972+74.0%

$3,609+91.6%

$5,439+27.1%

Admin fee / account holder

$13

$5,709-99.8%

$4,904-99.7%

$10,886-99.9%

HOOD CANAL COORDINATING COUNCIL 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOOD CANAL COORDINATING COUNCIL 401(K) RETIREMENT 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