Retirement plan

SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN

Name: SPECIAL DISTRICTS ASSOCIATION OF OREGON - SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN (2017) 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 2017

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)

$10.6M

+21.5% from 2016

Total participants

+7.3% from 2016

Average account balance

$180,058

+13.2% from 2016

Annual return

12.71%

+13.84 pp from 2016

Benchmarks

See 7,574 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,574 peers

Snapshot2017

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

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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 codes2E2F2G2J3D2T

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.

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

$180,058

$100,060+79.9%

$149,721+20.3%

$70,126+156.8%

Participation rate

100.0%

83.6%+16.4pp

87.1%+12.9pp

69.5%+30.5pp

Annual return

12.71%

27.46%-14.8pp

1501.67%-1489.0pp

73.15%-60.4pp

Employer contribution / active EE

$8,904

$3,661+143.2%

$5,444+63.5%

$2,343+280.1%

Participant deferral / active EE

$7,391

$4,982+48.4%

$6,568+12.5%

$3,332+121.8%

Admin fee / account holder

$8,285-100.0%

$11,282-100.0%

$4,645-100.0%

SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

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

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion