Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ORGANIZATION OF STAFF ANALYSTS

Name: ORGANIZATION OF STAFF ANALYSTS - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ORGANIZATION OF STAFF ANALYSTS (2022) Form 5500
Creator: ORGANIZATION OF STAFF ANALYSTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ORGANIZATION OF STAFF ANALYSTS, ORGANIZATION OF STAFF ANALYSTS

ORGANIZATION OF STAFF ANALYSTSEIN 13-3078293Plan #001PY 2022

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)

$4.8M

-4.7% from 2021

Total participants

+3.8% from 2021

Average account balance

$179,521

-8.2% from 2021

Annual return

-10.43%

-19.17 pp from 2021

Benchmarks

See 427 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort427 peers

Snapshot2022

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 codes2G3D2J2E

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.
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

$37K

$1537 / participant

Other / not subdivided$37K100.0%

% of EOY assets

0.761%

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

$179,521

$67,214+167.1%

$61,491+191.9%

$134,532+33.4%

Participation rate

100.0%

83.7%+16.3pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-10.43%

-12.08%+1.6pp

-12.98%+2.5pp

418.27%-428.7pp

Employer contribution / active EE

$11,817

$4,974+137.6%

$4,246+178.3%

$4,741+149.3%

Participant deferral / active EE

$1,866

$6,103-69.4%

$5,188-64.0%

$6,401-70.8%

Admin fee / account holder

$1,367

$4,610-70.4%

$4,312-68.3%

$11,429-88.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ORGANIZATION OF STAFF ANALYSTS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES 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