Retirement plan

NIRSA 401K RETIREMENT PLAN

Name: NATIONAL INTRAMURAL RECREATIONAL SPORTS ASSOCIATION - NIRSA 401K RETIREMENT PLAN (2021) Form 5500
Creator: NATIONAL INTRAMURAL RECREATIONAL SPORTS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIRSA 401K RETIREMENT PLAN, NATIONAL INTRAMURAL RECREATIONAL SPORTS ASSOCIATION

NATIONAL INTRAMURAL RECREATIONAL SPORTS ASSOCIATIONEIN 23-7203564Plan #001PY 2021

4185 SW RESEARCH WAY - CORVALLIS, OR 973331067541-766-8211

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+12.0% from 2020

Total participants

0.0% from 2020

Average account balance

$85,758

+14.6% from 2020

Annual return

16.16%

+1.88 pp from 2020

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

$4.43M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

153.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$259K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6985

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 codes2E2F2G2J2T3D

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.
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.
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

$418K

$16736 / participant

Other / not subdivided$418K100.0%

% of EOY assets

11.346%

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

$85,758

$65,434+31.1%

$98,483-12.9%

$85,847-0.1%

Participation rate

96.0%

65.0%+31.0pp

73.3%+22.7pp

69.3%+26.7pp

Annual return

16.16%

21.75%-5.6pp

1494.38%-1478.2pp

318.61%-302.4pp

Employer contribution / active EE

$8,523

$2,169+292.9%

$2,961+187.9%

$2,565+232.2%

Participant deferral / active EE

$1,970

$3,168-37.8%

$4,276-53.9%

$3,952-50.2%

Admin fee / account holder

$9,730

$4,595+111.7%

$5,953+63.5%

$6,261+55.4%

NIRSA 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NIRSA 401K 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