Retirement plan

OREGON FOOD BANK RETIREMENT PLAN

Name: OREGON FOOD BANK - OREGON FOOD BANK RETIREMENT PLAN (2018) Form 5500
Creator: OREGON FOOD BANK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON FOOD BANK RETIREMENT PLAN, OREGON FOOD BANK

OREGON FOOD BANKEIN 93-0785786Plan #002PY 2018

P.O. BOX 55370 - PORTLAND, OR 97238503-282-0555oregonfoodbank.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.2M

+18.8% from 2017

Total participants

212

+11.0% from 2017

Average account balance

$34,495

+8.5% from 2017

Annual return

8.27%

-4.37 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.48M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

340

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSUARNACE COMPANY Service code 17 · EIN 31-4156830	Pension Consulting	$17,078

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$106 / participant

Investment mgmt$6143.6%
Contract admin$16K96.4%

% of EOY assets

0.235%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WORTHY & COMPANY, LLC
Auditor EIN: 208092242
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,495

$47,977-28.1%

$154,108-77.6%

$56,289-38.7%

Participation rate

97.5%

66.2%+31.3pp

83.0%+14.4pp

69.9%+27.6pp

Annual return

8.27%

3.54%+4.7pp

735.21%-726.9pp

-9.96%+18.2pp

Employer contribution / active EE

$2,667

$2,169+23.0%

$5,298-49.7%

$2,111+26.3%

Participant deferral / active EE

$3,122

$2,392+30.5%

$5,081-38.5%

$3,350-6.8%

Admin fee / account holder

$81

$438-81.5%

$13,411-99.4%

$521-84.5%

Provider

Service type

Compensation

NATIONWIDE3+ years

Filed as: NATIONWIDE LIFE INSUARNACE COMPANY

Service code 17 · EIN 31-4156830

Pension Consulting

$17,078

OREGON FOOD BANK RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON FOOD BANK 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