Retirement plan

COMMUNITY CONNECTION OF NORTHEAST OREGON, INC. 403(B) RETIREMENT PLAN

Name: COMMUNITY CONNECTION OF NORTHEAST OREGON, - COMMUNITY CONNECTION OF NORTHEAST OREGON, INC. 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: COMMUNITY CONNECTION OF NORTHEAST OREGON,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY CONNECTION OF NORTHEAST OREGON, INC. 403(B) RETIREMENT PLAN, COMMUNITY CONNECTION OF NORTHEAST OREGON,

COMMUNITY CONNECTION OF NORTHEAST OREGON,EIN 93-0575647Plan #001PY 2017

2802 ADAMS AVE - LA GRANDE, OR 978505267541-963-3186ccno.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.1M

+6.9% from 2016

Total participants

-13.3% from 2016

Average account balance

$42,780

+13.3% from 2016

Annual return

13.18%

+5.74 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$308K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12772

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 codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$330K

$4516 / participant

Other / not subdivided$330K100.0%

% of EOY assets

15.412%

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

$42,780

$84,233-49.2%

$170,436-74.9%

$70,131-39.0%

Participation rate

61.6%

70.8%-9.2pp

83.6%-22.0pp

69.5%-7.9pp

Annual return

13.18%

23.06%-9.9pp

205.94%-192.8pp

73.14%-60.0pp

Employer contribution / active EE

$1,696

$3,387-49.9%

$5,433-68.8%

$2,342-27.6%

Participant deferral / active EE

$921

$3,086-70.1%

$4,939-81.3%

$3,332-72.4%

Admin fee / account holder

$6,593

$5,698+15.7%

$13,880-52.5%

$4,645+41.9%

COMMUNITY CONNECTION OF NORTHEAST OREGON, INC. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY CONNECTION OF NORTHEAST OREGON, INC. 403(B) 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