Retirement plan

COALITION OF OREGON SCHOOL ADMINISTRATORS 401(K) RETIREMENT PLAN

Name: COALITION OF OREGON SCHOOL ADMINISTRATORS - COALITION OF OREGON SCHOOL ADMINISTRATORS 401(K) RETIREMENT PLAN (2020) Form 5500
Creator: COALITION OF OREGON SCHOOL ADMINISTRATORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COALITION OF OREGON SCHOOL ADMINISTRATORS 401(K) RETIREMENT PLAN, COALITION OF OREGON SCHOOL ADMINISTRATORS

COALITION OF OREGON SCHOOL ADMINISTRATORSEIN 93-0633354Plan #001PY 2020

707 13TH ST. SE, SUITE 100, - SALEM, OR 97301503-581-3141cosa.k12.or.usLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+17.8% from 2019

Total participants

0.0% from 2019

Average account balance

$72,598

+17.8% from 2019

Annual return

13.41%

-10.00 pp from 2019

Benchmarks

See 6,199 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,199 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$391K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+23.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$235K

$16766 / participant

Other / not subdivided$235K100.0%

% of EOY assets

17.963%

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

$72,598

$81,643-11.1%

$70,462+3.0%

$158,950-54.3%

Participation rate

100.0%

77.7%+22.3pp

75.1%+24.9pp

82.0%+18.0pp

Annual return

13.41%

208.51%-195.1pp

109.08%-95.7pp

302.91%-289.5pp

Employer contribution / active EE

$11,923

$3,218+270.5%

$2,737+335.6%

$4,762+150.4%

Participant deferral / active EE

$8,328

$4,555+82.8%

$3,710+124.5%

$5,983+39.2%

Admin fee / account holder

$13,040

$6,194+110.5%

$3,845+239.1%

$11,248+15.9%

COALITION OF OREGON SCHOOL ADMINISTRATORS 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COALITION OF OREGON SCHOOL ADMINISTRATORS 401(K) 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