Retirement plan

POP WARNER LITTLE SCHOLARS, INC. 403B PLAN

Name: POP WARNER LITTLE SCHOLARS, INC. - POP WARNER LITTLE SCHOLARS, INC. 403B PLAN (2023) Form 5500
Creator: POP WARNER LITTLE SCHOLARS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POP WARNER LITTLE SCHOLARS, INC. 403B PLAN, POP WARNER LITTLE SCHOLARS, INC.

POP WARNER LITTLE SCHOLARS, INC.EIN 23-1582287Plan #001PY 2023

P O BOX 307 - LANGHORNE, PA 19047215-752-2691

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.4M

-11.3% from 2022

Total participants

+16.7% from 2022

Average account balance

$229,477

-11.3% from 2022

Annual return

14.09%

+26.30 pp from 2022

Benchmarks

See 41,854 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,854 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39351

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 codes2F2G2L2M3D

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.
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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$415K

$69159 / participant

Other / not subdivided$415K100.0%

% of EOY assets

30.138%

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

$229,477

$96,643+137.4%

$86,617+164.9%

$139,456+64.6%

Participation rate

83.3%

74.4%+8.9pp

71.7%+11.6pp

80.3%+3.0pp

Annual return

14.09%

106.57%-92.5pp

591.91%-577.8pp

373.45%-359.4pp

Employer contribution / active EE

$3,264-100.0%

$3,023-100.0%

$4,753-100.0%

Participant deferral / active EE

$3,534

$4,835-26.9%

$4,437-20.4%

$6,711-47.3%

Admin fee / account holder

$69,159

$6,406+979.6%

$5,613+1132.2%

$11,407+506.3%

POP WARNER LITTLE SCHOLARS, INC. 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POP WARNER LITTLE SCHOLARS, INC. 403B 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