Retirement plan

BEAU DIETL AND ASSOCIATES SECURITY AND INVESTIGATIONS INC

Name: BEAU SECURITY & INVESTIGATIONS, - BEAU DIETL AND ASSOCIATES SECURITY AND INVESTIGATIONS INC (2023) Form 5500
Creator: BEAU SECURITY & INVESTIGATIONS,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEAU DIETL AND ASSOCIATES SECURITY AND INVESTIGATIONS INC, BEAU SECURITY & INVESTIGATIONS,

BEAU SECURITY & INVESTIGATIONS,EIN 11-2760328Plan #001PY 2023

489 5TH AVE, FL 16 - NEW YORK, NY 10017212-557-3334LinkedIn11-50 employees

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$406K

+706.5% from 2022

Total participants

-89.3% from 2022

Average account balance

$28,965

+1052.2% from 2022

Annual return

714.43%

+730.45 pp from 2022

Benchmarks

See 18,494 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,494 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$458K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

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

+11.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2569

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$36K

$2020 / participant

Other / not subdivided$36K100.0%

% of EOY assets

8.967%

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

$28,965

$96,361-69.9%

$80,607-64.1%

$139,456-79.2%

Participation rate

33.3%

73.6%-40.3pp

67.0%-33.7pp

80.3%-47.0pp

Annual return

714.43%

1350.95%-636.5pp

936.11%-221.7pp

373.45%+341.0pp

Employer contribution / active EE

$3,262-100.0%

$2,724-100.0%

$4,753-100.0%

Participant deferral / active EE

$1,631

$5,232-68.8%

$4,448-63.3%

$6,711-75.7%

Admin fee / account holder

$2,597

$6,601-60.7%

$5,379-51.7%

$11,407-77.2%

BEAU DIETL AND ASSOCIATES SECURITY AND INVESTIGATIONS INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEAU DIETL AND ASSOCIATES SECURITY AND INVESTIGATIONS 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