Retirement plan

COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY, INC. 403(B) RETIREMENT PLAN

Name: COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY, - COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY, INC. 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY, INC. 403(B) RETIREMENT PLAN, COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY,

COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY,EIN 94-1612823Plan #001PY 2017

1225 GILL AVENUE - MADERA, CA 93637559-673-9173capoc.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8.6M

+8.7% from 2016

Total participants

545

-3.5% from 2016

Average account balance

$17,424

+14.9% from 2016

Annual return

8.18%

+4.11 pp from 2016

Benchmarks

See 808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort808 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.65M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

405

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.

81.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.09M

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

+5.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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

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 codes2G2J2L3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$38 / participant

Contract admin$12K100.0%

% of EOY assets

0.143%

all-in expense ratio

Categories reported

1 / 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: BROWN ARMSTRONG, CPA'S
Auditor EIN: 953109182
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,424

$46,100-62.2%

$86,597-79.9%

$69,631-75.0%

Participation rate

83.1%

67.2%+16.0pp

73.5%+9.6pp

70.7%+12.4pp

Annual return

8.18%

21.02%-12.8pp

964.96%-956.8pp

27571.02%-27562.8pp

Employer contribution / active EE

$1,103

$1,850-40.3%

$2,840-61.1%

$2,032-45.7%

Participant deferral / active EE

$1,124

$2,432-53.8%

$3,609-68.9%

$3,224-65.1%

Admin fee / account holder

$25

$94-73.4%

$4,906-99.5%

$110-77.4%

COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY, INC. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY ACTION PARTNERSHIP OF MADERA COUNTY, INC. 403(B) 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