Retirement plan

EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

Name: ORGANIZATION OF STAFF ANALYSTS - EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

+25.3% from 2018

Total participants

-3.4% from 2018

Average account balance

$148,741

+34.6% from 2018

Annual return

19.07%

+21.60 pp from 2018

Benchmarks

See 346 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort346 peers

Snapshot2019

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 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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$101K

$4196 / participant

Other / not subdivided$101K100.0%

% of EOY assets

2.508%

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

$148,741

$71,809+107.1%

$61,048+143.6%

$152,909-2.7%

Participation rate

95.8%

84.2%+11.7pp

79.3%+16.5pp

82.5%+13.4pp

Annual return

19.07%

29.74%-10.7pp

26.18%-7.1pp

345.46%-326.4pp

Employer contribution / active EE

$10,276

$4,545+126.1%

$3,716+176.5%

$4,764+115.7%

Participant deferral / active EE

$2,292

$5,467-58.1%

$4,470-48.7%

$5,851-60.8%

Admin fee / account holder

$3,730

$4,750-21.5%

$3,728+0.1%

$11,601-67.8%

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