Retirement plan

EMPLOYEE BENEFIT PLAN OF CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL

Name: CHELAN-DOUGLAS COUNTY COMMUNIT - EMPLOYEE BENEFIT PLAN OF CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL (2022) Form 5500
Creator: CHELAN-DOUGLAS COUNTY COMMUNIT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL, CHELAN-DOUGLAS COUNTY COMMUNIT

CHELAN-DOUGLAS COUNTY COMMUNITEIN 91-6064514Plan #001PY 2022

620 LEWIS ST - WENATCHEE, WA 988013435509-662-6156LinkedIn11-50 employeescivic & social organization

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$530K

+36.5% from 2021

Total participants

+47.1% from 2021

Average account balance

$21,203

-7.1% from 2021

Annual return

-1.28%

-1.28 pp from 2021

Benchmarks

See 105,966 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,966 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$907K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

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

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1625

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 codes2F3D2G2T

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.
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.
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).

Expense breakdown

Schedule H Part II

Admin total

$97

$5 / participant

Other / not subdivided$97100.0%

% of EOY assets

0.018%

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

$21,203

$167,352-87.3%

$143,788-85.3%

$134,509-84.2%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-1.28%

0.47%-1.7pp

-0.03%-1.2pp

418.13%-419.4pp

Employer contribution / active EE

$2,665

$5,620-52.6%

$4,952-46.2%

$4,741-43.8%

Participant deferral / active EE

$4,327

$6,447-32.9%

$5,638-23.3%

$6,400-32.4%

Admin fee / account holder

$18,091-100.0%

$14,675-100.0%

$11,427-100.0%

EMPLOYEE BENEFIT PLAN OF CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL

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