Retirement plan

EMPLOYEE BENEFIT PLAN OF SARAH TUXIS RESIDENTIAL SERVICES, INC.

Name: SARAH TUXIS RESIDENTIAL SERVICES, INC. - EMPLOYEE BENEFIT PLAN OF SARAH TUXIS RESIDENTIAL SERVICES, INC. (2019) Form 5500
Creator: SARAH TUXIS RESIDENTIAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SARAH TUXIS RESIDENTIAL SERVICES, INC., SARAH TUXIS RESIDENTIAL SERVICES, INC.

SARAH TUXIS RESIDENTIAL SERVICES, INC.EIN 06-1297908Plan #002PY 2019

45 BOSTON ST - GUILFORD, CT 064372816203-458-8532LinkedIn201-500 employeeshospital & health care

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-6.1% from 2018

Total participants

105

+9.4% from 2018

Average account balance

$19,825

-7.2% from 2018

Annual return

3.42%

-4.24 pp from 2018

Benchmarks

See 8,598 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,598 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

167

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.

49.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$504K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.49%

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

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 codes2F2G3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$366K

$4154 / participant

Other / not subdivided$366K100.0%

% of EOY assets

22.762%

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

$19,825

$54,763-63.8%

$90,324-78.1%

$72,976-72.8%

Participation rate

72.7%

65.2%+7.6pp

73.3%-0.6pp

69.5%+3.2pp

Annual return

3.42%

30.63%-27.2pp

78.15%-74.7pp

81.02%-77.6pp

Employer contribution / active EE

$1,374

$2,093-34.4%

$2,856-51.9%

$2,440-43.7%

Participant deferral / active EE

$931

$2,887-67.8%

$3,885-76.0%

$3,608-74.2%

Admin fee / account holder

$4,513

$3,973+13.6%

$5,356-15.7%

$5,124-11.9%

EMPLOYEE BENEFIT PLAN OF SARAH TUXIS RESIDENTIAL SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SARAH TUXIS RESIDENTIAL SERVICES, 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