Retirement plan

EMPLOYEE BENEFIT PLAN OF NORTHWEST YOUTH CORPS

Name: NORTHWEST YOUTH CORPS - EMPLOYEE BENEFIT PLAN OF NORTHWEST YOUTH CORPS (2020) Form 5500
Creator: NORTHWEST YOUTH CORPS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NORTHWEST YOUTH CORPS, NORTHWEST YOUTH CORPS

NORTHWEST YOUTH CORPSEIN 93-0818160Plan #001PY 2020

2621 AUGUSTA ST - EUGENE, OR 974033219541-654-4713nwyouthcorps.orgLinkedIn11-50 employeesprimary/secondary education

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$988K

+23.5% from 2019

Total participants

0.0% from 2019

Average account balance

$22,971

+17.7% from 2019

Annual return

15.80%

-8.85 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$267K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$252

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 codes2F2G2T

Plan features

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$21K

$1046 / participant

Other / not subdivided$21K100.0%

% of EOY assets

2.117%

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

$22,971

$100,895-77.2%

$90,430-74.6%

$158,950-85.5%

Participation rate

90.0%

75.0%+15.0pp

72.7%+17.3pp

82.0%+8.0pp

Annual return

15.80%

1725.54%-1709.7pp

1293.73%-1277.9pp

302.91%-287.1pp

Employer contribution / active EE

$2,249

$3,689-39.0%

$3,262-31.0%

$4,762-52.8%

Participant deferral / active EE

$1,850

$4,347-57.4%

$3,963-53.3%

$5,983-69.1%

Admin fee / account holder

$486

$6,505-92.5%

$5,613-91.3%

$11,248-95.7%

EMPLOYEE BENEFIT PLAN OF NORTHWEST YOUTH CORPS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NORTHWEST YOUTH CORPS

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