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 (2022) 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 2022

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

Other plans on this EIN

1 filing

#001Retirement-$2.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$513K

-15.3% from 2021

Total participants

0.0% from 2021

Average account balance

$64,147

-4.7% from 2021

Annual return

-14.23%

-25.24 pp from 2021

Benchmarks

See 6,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,929 peers

Snapshot2022

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

$27K

$3419 / participant

Other / not subdivided$27K100.0%

% of EOY assets

5.330%

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

$64,147

$67,396-4.8%

$60,919+5.3%

$134,545-52.3%

Participation rate

87.5%

76.2%+11.3pp

73.1%+14.4pp

81.2%+6.3pp

Annual return

-14.23%

50.12%-64.3pp

16.96%-31.2pp

418.37%-432.6pp

Employer contribution / active EE

$3,101-100.0%

$2,704-100.0%

$4,742-100.0%

Participant deferral / active EE

$2,583

$4,534-43.0%

$3,814-32.3%

$6,401-59.7%

Admin fee / account holder

$3,419

$4,590-25.5%

$3,228+5.9%

$11,431-70.1%

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