Retirement plan

SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN

Name: SPECIAL DISTRICTS ASSOCIATION OF OREGON - SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SPECIAL DISTRICTS ASSOCIATION OF OREGON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN, SPECIAL DISTRICTS ASSOCIATION OF OREGON

SPECIAL DISTRICTS ASSOCIATION OF OREGONEIN 93-0723022Plan #001PY 2016

727 CENTER STREET NE, SUITE 208 - SALEM, OR 97301503-371-8667sdao.comLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed January 4, 2018 (most recent of 3 filings on file)

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Total assets (EOY)

$8.7M

No prior year

Total participants

No prior year

Average account balance

$159,018

No prior year

Annual return

-1.13%

No prior year

Benchmarks

See 7,671 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,671 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.33M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

137.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8711

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 codes2E2F2G2J3D

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.
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

$12K

$268 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.141%

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

$159,018

$87,834+81.0%

$133,975+18.7%

$62,881+152.9%

Participation rate

100.0%

83.4%+16.6pp

87.1%+12.9pp

69.3%+30.7pp

Annual return

-1.13%

12.05%-13.2pp

29.29%-30.4pp

20.14%-21.3pp

Employer contribution / active EE

$9,462

$3,482+171.7%

$5,211+81.6%

$2,281+314.8%

Participant deferral / active EE

$7,515

$4,812+56.2%

$6,282+19.6%

$3,203+134.6%

Admin fee / account holder

$224

$5,372-95.8%

$9,324-97.6%

$4,296-94.8%

SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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