Retirement plan

EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

Name: ORGANIZATION OF STAFF ANALYSTS - EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS (2020) 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 2020

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

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4.4M

+10.7% from 2019

Total participants

-3.6% from 2019

Average account balance

$164,681

+10.7% from 2019

Annual return

6.14%

-12.93 pp from 2019

Benchmarks

See 347 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort347 peers

Snapshot2020

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

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

$127K

$5296 / participant

Other / not subdivided$127K100.0%

% of EOY assets

2.859%

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

$164,681

$76,312+115.8%

$67,221+145.0%

$158,982+3.6%

Participation rate

100.0%

84.3%+15.7pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

6.14%

22.77%-16.6pp

20.72%-14.6pp

302.99%-296.9pp

Employer contribution / active EE

$10,603

$4,476+136.9%

$3,723+184.8%

$4,763+122.6%

Participant deferral / active EE

$2,355

$5,264-55.3%

$4,384-46.3%

$5,983-60.6%

Admin fee / account holder

$4,708

$8,005-41.2%

$5,844-19.4%

$11,252-58.2%

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