Retirement plan

EMPLOYEE BENEFIT PLAN OF HEAD START OF YAMHILL COUNTY, INC.

Name: HEAD START OF YAMHILL COUNTY, INC. - EMPLOYEE BENEFIT PLAN OF HEAD START OF YAMHILL COUNTY, INC. (2019) Form 5500
Creator: HEAD START OF YAMHILL COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HEAD START OF YAMHILL COUNTY, INC., HEAD START OF YAMHILL COUNTY, INC.

HEAD START OF YAMHILL COUNTY, INC.EIN 93-0928640Plan #002PY 2019

1006 NE 3RD ST STE A - MCMINNVILLE, OR 971284402503-472-2000yamhillheadstart.orgLinkedIn51-200 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+54.4% from 2018

Total participants

+6.0% from 2018

Average account balance

$14,906

+47.3% from 2018

Annual return

29.73%

+39.86 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.06M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

124

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.

153.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$535K

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

+11.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4399

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 codes2F2G2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$40K

$515 / participant

Other / not subdivided$40K100.0%

% of EOY assets

3.058%

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

$14,906

$85,171-82.5%

$172,753-91.4%

$72,976-79.6%

Participation rate

97.4%

70.1%+27.3pp

82.6%+14.8pp

69.5%+27.9pp

Annual return

29.73%

27.32%+2.4pp

803.00%-773.3pp

81.02%-51.3pp

Employer contribution / active EE

$1,877

$3,324-43.5%

$5,144-63.5%

$2,440-23.1%

Participant deferral / active EE

$1,322

$3,260-59.4%

$5,198-74.6%

$3,608-63.4%

Admin fee / account holder

$456

$5,880-92.2%

$13,956-96.7%

$5,124-91.1%

EMPLOYEE BENEFIT PLAN OF HEAD START OF YAMHILL COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HEAD START OF YAMHILL COUNTY, INC.

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