Retirement plan

OREGON CHILD DEVELOPMENT COALITION 401(K) PLAN

Name: OREGON CHILD DEVELOPMENT COALITION INC. - OREGON CHILD DEVELOPMENT COALITION 401(K) PLAN (2021) Form 5500
Creator: OREGON CHILD DEVELOPMENT COALITION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON CHILD DEVELOPMENT COALITION 401(K) PLAN, OREGON CHILD DEVELOPMENT COALITION INC.

OREGON CHILD DEVELOPMENT COALITION INC.EIN 93-0591240Plan #001PY 2021

9140 SOUTHWEST PIONEER COURT,, SUITE E - WILSONVILLE, OR 97070971-224-1014ocdc.netLinkedIn1001-5000 employeeseducation management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$49.1M

+15.1% from 2020

Total participants

1,553

-0.5% from 2020

Average account balance

$32,939

+15.3% from 2020

Annual return

9.90%

-2.11 pp from 2020

Benchmarks

See 3,799 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,799 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.53M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

1,431

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907	Recordkeeping	$101,023
MESIROW FINANCIAL INVESTMENT MANAGE1 year Filed as: MEISROW FINANCIAL INVESTMENT Service code 49	Other Services	$30
ENVESTNET RETIREMENT SOLUTIONS, LLC1 year Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
MESIROW FINANCIAL INVESTMENT MANAGE5 years Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$101K

$108 / participant

Other / not subdivided$101K100.0%

% of EOY assets

0.206%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KERN & THOMPSON, LLC
Auditor EIN: 931157146
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,939

$56,540-41.7%

$185,849-82.3%

$86,821-62.1%

Participation rate

93.5%

65.5%+27.9pp

81.7%+11.7pp

72.3%+21.2pp

Annual return

9.90%

118.20%-108.3pp

122.10%-112.2pp

97.94%-88.0pp

Employer contribution / active EE

$3,315

$1,844+79.7%

$5,169-35.9%

$2,406+37.8%

Participant deferral / active EE

$2,204

$2,555-13.7%

$5,569-60.4%

$4,132-46.6%

Admin fee / account holder

$68

$150-54.8%

$16,244-99.6%

$170-60.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 15 · EIN 84-0467907

Recordkeeping

$101,023

MESIROW FINANCIAL INVESTMENT MANAGE1 year

Filed as: MEISROW FINANCIAL INVESTMENT

Service code 49

Other Services

$30

ENVESTNET RETIREMENT SOLUTIONS, LLC1 year

Filed as: ENVESTNET RETIREMENT SOLUTIONS

Service code 27 · EIN 61-1732930

Advisory (Plan)

MESIROW FINANCIAL INVESTMENT MANAGE5 years

Filed as: MESIROW FINANCIAL INVESTMENT

Service code 49 · EIN 36-3429599

Other Services

OREGON CHILD DEVELOPMENT COALITION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON CHILD DEVELOPMENT COALITION 401(K) 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