Retirement plan

OREGON-COLUMBIA CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION PENSION PLAN

Name: OREGON-COLUMBIA CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - OREGON-COLUMBIA CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION PENSION PLAN (2024) Form 5500
Creator: OREGON-COLUMBIA CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON-COLUMBIA CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION PENSION PLAN, OREGON-COLUMBIA CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION

OREGON-COLUMBIA CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATIONEIN 93-0336168Plan #001PY 2024

601 NE EVERETT - PORTLAND, OR 97232503-233-5787

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.6M

+43.7% from 2023

Total participants

+25.0% from 2023

Average account balance

$730,984

+11.8% from 2023

Annual return

47.72%

+27.65 pp from 2023

Benchmarks

See 49,949 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.58M

Not enough data

1 years with asset history on file

Average account balance

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

$731K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+47.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29266

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 codes2C2F2G2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$263K

$65848 / participant

Other / not subdivided$263K100.0%

% of EOY assets

4.004%

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

$730,984

$88,754+723.6%

$81,820+793.4%

$145,877+401.1%

Participation rate

75.0%

75.1%-0.1pp

72.4%+2.6pp

80.3%-5.3pp

Annual return

47.72%

1031.77%-984.0pp

777.93%-730.2pp

551.28%-503.6pp

Employer contribution / active EE

$20,149

$3,085+553.0%

$2,915+591.2%

$4,663+332.1%

Participant deferral / active EE

$4,648-100.0%

$4,323-100.0%

$6,691-100.0%

Admin fee / account holder

$29,266

$8,424+247.4%

$7,391+296.0%

$13,402+118.4%

OREGON-COLUMBIA CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON-COLUMBIA CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION 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