Retirement plan

OREGON CHILD DEVELOPMENT COALITION 401(K) PLAN

Name: OREGON CHILD DEVELOPMENT COALITION INC. - OREGON CHILD DEVELOPMENT COALITION 401(K) PLAN (2022) 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 2022

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$43.8M

-10.8% from 2021

Total participants

1,588

+2.3% from 2021

Average account balance

$29,589

-10.2% from 2021

Annual return

-12.76%

-22.66 pp from 2021

Benchmarks

See 3,875 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,875 peers

Snapshot2022

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 1 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$73,547

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$74K

$75 / participant

Other / not subdivided$74K100.0%

% of EOY assets

0.168%

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

$29,589

$46,332-36.1%

$143,797-79.4%

$64,824-54.4%

Participation rate

89.2%

64.2%+24.9pp

80.3%+8.8pp

71.5%+17.7pp

Annual return

-12.76%

-10.05%-2.7pp

-0.04%-12.7pp

32.84%-45.6pp

Employer contribution / active EE

$3,368

$1,911+76.2%

$4,952-32.0%

$2,507+34.3%

Participant deferral / active EE

$2,156

$2,647-18.6%

$5,638-61.8%

$4,311-50.0%

Admin fee / account holder

$50

$154-67.7%

$14,679-99.7%

$188-73.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 15 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$73,547

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