Retirement plan

EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

Name: ORGANIZATION OF STAFF ANALYSTS - EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS (2017) Form 5500
Creator: ORGANIZATION OF STAFF ANALYSTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS, ORGANIZATION OF STAFF ANALYSTS

ORGANIZATION OF STAFF ANALYSTSEIN 13-3078293Plan #001PY 2017

220 E 23RD ST STE 707 - NEW YORK, NY 100104657212-686-1229osaunion.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

No prior year

Total participants

No prior year

Average account balance

$102,571

No prior year

Annual return

9.08%

No prior year

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.76M

Not enough data

1 years with asset history on file

Average account balance

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

$242K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$361K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3217

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

3 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.
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

$14K

$544 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.442%

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

$102,571

$53,128+93.1%

$86,582+18.5%

$70,126+46.3%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

9.08%

27.66%-18.6pp

965.08%-956.0pp

73.15%-64.1pp

Employer contribution / active EE

$9,141

$2,068+342.0%

$2,839+221.9%

$2,343+290.2%

Participant deferral / active EE

$2,586

$2,695-4.0%

$3,609-28.3%

$3,332-22.4%

Admin fee / account holder

$454

$3,584-87.3%

$4,904-90.7%

$4,645-90.2%

EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

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