Retirement plan

PA STATE TROOPERS 401(K) PROFIT SHARING PLAN

Name: PENNSYLVANIA STATE TROOPERS ASSOCIATION - PA STATE TROOPERS 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: PENNSYLVANIA STATE TROOPERS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PA STATE TROOPERS 401(K) PROFIT SHARING PLAN, PENNSYLVANIA STATE TROOPERS ASSOCIATION

PENNSYLVANIA STATE TROOPERS ASSOCIATIONEIN 23-2149377Plan #002PY 2019

3625 VARTAN WAY - HARRISBURG, PA 17110717-540-5646psta.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$123K

-14.1% from 2018

Total participants

0.0% from 2018

Average account balance

$24,635

-14.1% from 2018

Annual return

16.69%

+22.68 pp from 2018

Benchmarks

See 13,242 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,242 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$524K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2884

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

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

$65K

$21757 / participant

Other / not subdivided$65K100.0%

% of EOY assets

52.990%

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

$24,635

$104,907-76.5%

$84,610-70.9%

$152,870-83.9%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.4%+17.6pp

Annual return

16.69%

373.79%-357.1pp

258.74%-242.1pp

345.34%-328.7pp

Employer contribution / active EE

$4,435

$3,301+34.3%

$2,652+67.2%

$4,763-6.9%

Participant deferral / active EE

$2,570

$4,688-45.2%

$3,899-34.1%

$5,850-56.1%

Admin fee / account holder

$13,054

$6,241+109.2%

$4,912+165.7%

$11,597+12.6%

PA STATE TROOPERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PA STATE TROOPERS 401(K) PROFIT SHARING 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