Retirement plan

EARTHWORKS UNLIMITED RETIREMENT SAVINGS BENEFIT PLAN

Name: EARTHWORKS UNLIMITED, INC. - EARTHWORKS UNLIMITED RETIREMENT SAVINGS BENEFIT PLAN (2021) Form 5500
Creator: EARTHWORKS UNLIMITED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARTHWORKS UNLIMITED RETIREMENT SAVINGS BENEFIT PLAN, EARTHWORKS UNLIMITED, INC.

EARTHWORKS UNLIMITED, INC.EIN 20-3087799Plan #002PY 2021

162 MCINTYRE ROAD, SUITE D - FRANKFORT, NY 13340315-732-6449earthworksinst.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$21K

No prior year

Total participants

-22.2% from 2020

Average account balance

$10,295

No prior year

Annual return

0.00%

0.00 pp from 2020

Benchmarks

See 15,329 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,329 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$90K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+142.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$518

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$24

$4 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.117%

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

$10,295

$114,093-91.0%

$96,171-89.3%

$167,536-93.9%

Participation rate

16.7%

75.1%-58.4pp

68.4%-51.8pp

82.1%-65.4pp

Annual return

0.00%

190.00%-190.0pp

192.04%-192.0pp

478.82%-478.8pp

Employer contribution / active EE

$3,330

$3,429-2.9%

$2,799+19.0%

$4,839-31.2%

Participant deferral / active EE

$5,197-100.0%

$4,350-100.0%

$6,342-100.0%

Admin fee / account holder

$12

$6,899-99.8%

$5,538-99.8%

$12,315-99.9%

EARTHWORKS UNLIMITED RETIREMENT SAVINGS BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARTHWORKS UNLIMITED RETIREMENT SAVINGS BENEFIT PLAN

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