Retirement plan

FIRST AID AND SAFETY PATROL OF LEBANON 403(B) RETIREMENT PLAN

Name: FIRST AID AND SAFETY PATROL OF LEBANON - FIRST AID AND SAFETY PATROL OF LEBANON 403(B) RETIREMENT PLAN (2020) Form 5500
Creator: FIRST AID AND SAFETY PATROL OF LEBANON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST AID AND SAFETY PATROL OF LEBANON 403(B) RETIREMENT PLAN, FIRST AID AND SAFETY PATROL OF LEBANON

FIRST AID AND SAFETY PATROL OF LEBANONEIN 23-6299777Plan #001PY 2020

254 SOUTH 11TH STREET - LEBANON, PA 17042717-272-1234LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.4M

+0.4% from 2019

Total participants

+53.8% from 2019

Average account balance

$26,507

-7.5% from 2019

Annual return

16.17%

-13.47 pp from 2019

Benchmarks

See 18,636 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,636 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.03M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

112

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

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+30.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2050

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 codes2F2G2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

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

$348K

$5121 / participant

Other / not subdivided$348K100.0%

% of EOY assets

25.759%

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

$26,507

$91,167-70.9%

$178,498-85.2%

$79,858-66.8%

Participation rate

57.4%

69.2%-11.9pp

81.9%-24.6pp

69.6%-12.3pp

Annual return

16.17%

24.19%-8.0pp

151.09%-134.9pp

31.72%-15.5pp

Employer contribution / active EE

$520

$3,255-84.0%

$5,011-89.6%

$2,471-79.0%

Participant deferral / active EE

$1,461

$3,236-54.8%

$5,202-71.9%

$3,740-60.9%

Admin fee / account holder

$6,828

$6,747+1.2%

$13,985-51.2%

$5,306+28.7%

FIRST AID AND SAFETY PATROL OF LEBANON 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIRST AID AND SAFETY PATROL OF LEBANON 403(B) RETIREMENT 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