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. (2021) 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 2021

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)

$2.2M

+24.4% from 2020

Total participants

107

-0.9% from 2020

Average account balance

$20,954

+24.4% from 2020

Annual return

15.56%

+0.68 pp from 2020

Benchmarks

See 18,811 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,811 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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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

See the 9-year trajectory. $4.99 for your first month.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1 year Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Claims p...	$1,486

Plan features & details

Pension benefit codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$190K

$2437 / participant

Other / not subdivided$190K100.0%

% of EOY assets

8.722%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,954

$95,416-78.0%

$185,823-88.7%

$85,850-75.6%

Participation rate

96.2%

68.8%+27.4pp

81.7%+14.5pp

69.3%+26.8pp

Annual return

15.56%

23.59%-8.0pp

122.05%-106.5pp

318.53%-303.0pp

Employer contribution / active EE

$2,393

$3,314-27.8%

$5,167-53.7%

$2,565-6.7%

Participant deferral / active EE

$1,851

$3,423-45.9%

$5,568-66.8%

$3,952-53.2%

Admin fee / account holder

$1,828

$7,213-74.7%

$16,237-88.7%

$6,260-70.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Claims p...

$1,486

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