Retirement plan

COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

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

COMMUNITY ACTION PARTNERS OF ORANGE COUNTYEIN 95-2452787Plan #001PY 2024

11870 MONARCH ST - GARDEN GROVE, CA 928412113714-897-6670capoc.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+12.6% from 2023

Total participants

203

-6.9% from 2023

Average account balance

$43,334

+27.4% from 2023

Annual return

13.30%

-2.65 pp from 2023

Benchmarks

See 2,051 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,051 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.93M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

183

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.

86.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$712K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP5 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$2,523

Plan features & details

Pension benefit codes2G2J2E2T2F2L

Plan features

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$14 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.027%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEST, DAVIS, & COMPANY, LLP
Auditor EIN: 742638320
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,334

$60,504-28.4%

$81,882-47.1%

$74,478-41.8%

Participation rate

86.8%

62.9%+23.8pp

72.4%+14.4pp

67.2%+19.5pp

Annual return

13.30%

16.91%-3.6pp

779.47%-766.2pp

1370.56%-1357.3pp

Employer contribution / active EE

$3,252

$2,627+23.8%

$2,916+11.5%

$2,626+23.8%

Participant deferral / active EE

$1,460

$3,400-57.0%

$4,323-66.2%

$4,350-66.4%

Admin fee / account holder

$12

$1,492-99.2%

$7,360-99.8%

$1,946-99.4%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP5 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Recordke...

$2,523

COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

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