Retirement plan

ORANGE COUNTY MUSEUM OF ART 403(B) TDA PLAN

Name: ORANGE COUNTY MUSEUM OF ART - ORANGE COUNTY MUSEUM OF ART 403(B) TDA PLAN (2024) Form 5500
Creator: ORANGE COUNTY MUSEUM OF ART
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORANGE COUNTY MUSEUM OF ART 403(B) TDA PLAN, ORANGE COUNTY MUSEUM OF ART

ORANGE COUNTY MUSEUM OF ARTEIN 95-1660847Plan #001PY 2024

3333 AVENUE OF THE ARTS - COSTA MESA, CA 92626714-780-2130

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$599K

+39.1% from 2023

Total participants

-11.6% from 2023

Average account balance

$28,507

+25.9% from 2023

Annual return

20.45%

-6.52 pp from 2023

Benchmarks

See 3,317 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort3,317 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$599K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

29.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+20.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$255

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 codes2T2G2J2L3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$75 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.895%

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

$28,507

$51,638-44.8%

$129,406-78.0%

$80,959-64.8%

Participation rate

11.3%

56.9%-45.7pp

69.6%-58.4pp

67.7%-56.4pp

Annual return

20.45%

20.78%-0.3pp

9468.18%-9447.7pp

35.67%-15.2pp

Employer contribution / active EE

$1,584-100.0%

$4,155-100.0%

$2,757-100.0%

Participant deferral / active EE

$1,206

$2,670-54.8%

$4,167-71.1%

$4,300-72.0%

Admin fee / account holder

$255

$4,313-94.1%

$7,689-96.7%

$6,925-96.3%

ORANGE COUNTY MUSEUM OF ART 403(B) TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORANGE COUNTY MUSEUM OF ART 403(B) TDA 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