Retirement plan

CATHOLIC COMMUNITY SERVICES OF THE MID- WILLAMETTE VALLEY & CENTRAL COAST 401(K) PLAN

Name: CATHOLIC COMMUNITY SERVICES OF THE MID- - CATHOLIC COMMUNITY SERVICES OF THE MID- WILLAMETTE VALLEY & CENTRAL COAST 401(K) PLAN (2017) Form 5500
Creator: CATHOLIC COMMUNITY SERVICES OF THE MID-
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHOLIC COMMUNITY SERVICES OF THE MID- WILLAMETTE VALLEY & CENTRAL COAST 401(K) PLAN, CATHOLIC COMMUNITY SERVICES OF THE MID-

CATHOLIC COMMUNITY SERVICES OF THE MID-dba COAST, INC.EIN 93-0903773Plan #002PY 2017

3737 PORTLAND RD NE - SALEM, OR 97301503-856-7094

Other plans on this EIN

1 filing

#001Retirement-$1.0M assets

Prospect flagsLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1M

+66.1% from 2016

Total participants

182

-2.2% from 2016

Average account balance

$13,451

+46.7% from 2016

Annual return

49.20%

+11.19 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.16M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

101

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.

59.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$585K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3417

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

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$5,762
FARMER & BETTS1 year Service code 10 · EIN 94-3322438 6050 20TH STREET E · FIFE, WA 98424	Accounting	$1,500
JP MORGAN INVESTMENT MANAGEMENT INC1 year Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 3393 BARGAINTOWN ROAD SUITE 200 · EGG HARBOR TWP, NJ 08234	Advisory (Participants)	$521
IRON-CO-FID-COMPREHENSIVE1 year Filed as: IRON CO FID TRADITIONAL Service code 26 · EIN 26-2409128 5-05-111V · COLUMBUS, OH 43215	Advisory (Participants)	$261

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$32 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.522%

all-in expense ratio

Categories reported

0 / 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: ALDRICH CPA'S & ADVISORS
Auditor EIN: 930623286
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,451

$55,453-75.7%

$170,435-92.1%

$62,293-78.4%

Participation rate

37.5%

66.4%-28.9pp

83.6%-46.1pp

69.5%-32.0pp

Annual return

49.20%

21.38%+27.8pp

205.94%-156.7pp

28.90%+20.3pp

Employer contribution / active EE

$2,164-100.0%

$5,432-100.0%

$2,042-100.0%

Participant deferral / active EE

$970

$2,303-57.9%

$4,939-80.4%

$3,169-69.4%

Admin fee / account holder

$70

$455-84.6%

$13,881-99.5%

$479-85.3%

Provider

Service type

Compensation

NATIONWIDE1 year

Service code 15 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$5,762

FARMER & BETTS1 year

Service code 10 · EIN 94-3322438

6050 20TH STREET E · FIFE, WA 98424

Accounting

$1,500

JP MORGAN INVESTMENT MANAGEMENT INC1 year

Filed as: HANLON INVESTMENT MANAGEMENT, INC.

Service code 26 · EIN 22-3723068

3393 BARGAINTOWN ROAD SUITE 200 · EGG HARBOR TWP, NJ 08234

Advisory (Participants)

$521

IRON-CO-FID-COMPREHENSIVE1 year

Filed as: IRON CO FID TRADITIONAL

Service code 26 · EIN 26-2409128

5-05-111V · COLUMBUS, OH 43215

Advisory (Participants)

$261

CATHOLIC COMMUNITY SERVICES OF THE MID- WILLAMETTE VALLEY & CENTRAL COAST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATHOLIC COMMUNITY SERVICES OF THE MID- WILLAMETTE VALLEY & CENTRAL COAST 401(K) 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