Retirement plan

ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA INC., TDA

Name: ORGANIZATION OF ANCILLARY SERVICE - ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA INC., TDA (2021) Form 5500
Creator: ORGANIZATION OF ANCILLARY SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA INC., TDA, ORGANIZATION OF ANCILLARY SERVICE

ORGANIZATION OF ANCILLARY SERVICEEIN 15-0589897Plan #002PY 2021

HUNT UNION 108 RAVINE PARKWAY - ONEONTA, NY 13820607-436-3352

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$606K

+12.5% from 2020

Total participants

-18.2% from 2020

Average account balance

$67,342

+37.4% from 2020

Annual return

11.01%

-6.33 pp from 2020

Benchmarks

See 6,468 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,468 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$735K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2J2L2M2T

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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

$15K

$1878 / participant

Other / not subdivided$15K100.0%

% of EOY assets

2.479%

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

$67,342

$84,741-20.5%

$75,731-11.1%

$167,553-59.8%

Participation rate

100.0%

77.8%+22.2pp

74.8%+25.2pp

82.1%+17.9pp

Annual return

11.01%

199.72%-188.7pp

104.65%-93.6pp

478.89%-467.9pp

Employer contribution / active EE

$3,230-100.0%

$2,743-100.0%

$4,840-100.0%

Participant deferral / active EE

$2,846

$4,577-37.8%

$3,820-25.5%

$6,343-55.1%

Admin fee / account holder

$1,669

$5,361-68.9%

$3,620-53.9%

$12,316-86.4%

ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA INC., TDA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORGANIZATION OF ANCILLARY SERVICE OF SUNY COLLEGE AT ONEONTA INC., TDA

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