Retirement plan

OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN

Name: OFFICE OF THE CHAPTER 13 TRUSTEE - OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN (2022) Form 5500
Creator: OFFICE OF THE CHAPTER 13 TRUSTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN, OFFICE OF THE CHAPTER 13 TRUSTEE

OFFICE OF THE CHAPTER 13 TRUSTEEEIN 22-3872787Plan #002PY 2022

PO BOX 997 - MT PLEASANT, SC 294650997843-856-2409

Other plans on this EIN

2 filings

#003Retirement-$2.3M assets #001Retirement-$376K assets

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$5K

+3.3% from 2021

Total participants

-12.5% from 2021

Average account balance

$5,471

+3.3% from 2021

Annual return

3.30%

-1.39 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

$6K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

16.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.08%

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 codes2G2J3D

Plan features

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$5,471

$67,214-91.9%

$61,491-91.1%

$134,545-95.9%

Participation rate

14.3%

83.7%-69.4pp

79.3%-65.0pp

81.2%-66.9pp

Annual return

3.30%

-12.08%+15.4pp

-12.98%+16.3pp

418.37%-415.1pp

Employer contribution / active EE

$4,974-100.0%

$4,246-100.0%

$4,742-100.0%

Participant deferral / active EE

$6,103-100.0%

$5,188-100.0%

$6,401-100.0%

Admin fee / account holder

$4,610-100.0%

$4,312-100.0%

$11,431-100.0%

OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion