Retirement plan

UESF 401(K) PLAN

Name: UTILITY EMERGENCY SERVICES FUND (UESF) - UESF 401(K) PLAN (2021) Form 5500
Creator: UTILITY EMERGENCY SERVICES FUND (UESF)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UESF 401(K) PLAN, UTILITY EMERGENCY SERVICES FUND (UESF)

UTILITY EMERGENCY SERVICES FUND (UESF)EIN 23-2227461Plan #001PY 2021

1608 WALNUT ST., SUITE 600 - PHILADELPHIA, PA 19103215-972-5170

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$241K

No prior year

Total participants

No prior year

Average account balance

$5,124

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,920 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

167.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

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

+41.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1267

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$506

$11 / participant

Other / not subdivided$506100.0%

% of EOY assets

0.210%

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

$5,124

$65,434-92.2%

$98,483-94.8%

$85,847-94.0%

Participation rate

83.3%

65.0%+18.3pp

73.3%+10.0pp

69.3%+14.0pp

Annual return

0.00%

21.75%-21.8pp

1494.38%-1494.4pp

318.61%-318.6pp

Employer contribution / active EE

$3,371

$2,169+55.4%

$2,961+13.9%

$2,565+31.4%

Participant deferral / active EE

$862

$3,168-72.8%

$4,276-79.9%

$3,952-78.2%

Admin fee / account holder

$11

$4,595-99.8%

$5,953-99.8%

$6,261-99.8%

UESF 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UESF 401(K) 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