Retirement plan

US BIATHLON ASSOCIATION EMPLOYEE 403(B) PLAN

Name: US BIATHLON ASSOCIATION, INC. - US BIATHLON ASSOCIATION EMPLOYEE 403(B) PLAN (2023) Form 5500
Creator: US BIATHLON ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, US BIATHLON ASSOCIATION EMPLOYEE 403(B) PLAN, US BIATHLON ASSOCIATION, INC.

US BIATHLON ASSOCIATION, INC.EIN 03-0279959Plan #001PY 2023

49 PINELAND DR STE 301A - NEW GLOUCESTER, ME 04260207-688-6500

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$261K

+96.7% from 2022

Total participants

-11.1% from 2022

Average account balance

$43,570

+96.7% from 2022

Annual return

26.88%

+46.20 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$394K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$668

$95 / participant

Other / not subdivided$668100.0%

% of EOY assets

0.256%

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

$43,570

$156,963-72.2%

$121,204-64.1%

$139,466-68.8%

Participation rate

71.4%

76.5%-5.0pp

69.5%+1.9pp

80.3%-8.9pp

Annual return

26.88%

1476.75%-1449.9pp

987.18%-960.3pp

373.66%-346.8pp

Employer contribution / active EE

$4,577

$5,544-17.4%

$4,170+9.8%

$4,754-3.7%

Participant deferral / active EE

$8,680

$4,848+79.0%

$4,083+112.6%

$6,712+29.3%

Admin fee / account holder

$111

$6,953-98.4%

$5,651-98.0%

$11,409-99.0%

US BIATHLON ASSOCIATION EMPLOYEE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

US BIATHLON ASSOCIATION EMPLOYEE 403(B) 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