Retirement plan

TAX DEFERRED ANNUITY PLAN OF OFFENDER AID AND RESTORATION OF CHARLOTTESVILLE - ALBEMARLE, INC.

Name: OFFENDER AID AND RESTORATION O - TAX DEFERRED ANNUITY PLAN OF OFFENDER AID AND RESTORATION OF CHARLOTTESVILLE - ALBEMARLE, INC. (2023) Form 5500
Creator: OFFENDER AID AND RESTORATION O
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF OFFENDER AID AND RESTORATION OF CHARLOTTESVILLE - ALBEMARLE, INC., OFFENDER AID AND RESTORATION O

OFFENDER AID AND RESTORATION OEIN 23-7382389Plan #002PY 2023

1218 HARRIS ST. - CHARLOTTESVILLE, VA 22903434-296-2441LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$169K

+3.8% from 2022

Total participants

0.0% from 2022

Average account balance

$42,313

+3.8% from 2022

Annual return

3.85%

+2.55 pp from 2022

Benchmarks

See 445 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort445 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$42,313

$77,707-45.5%

$70,160-39.7%

$139,487-69.7%

Participation rate

0.0%

83.1%-83.1pp

78.8%-78.8pp

80.3%-80.3pp

Annual return

3.85%

19.30%-15.5pp

19.08%-15.2pp

373.84%-370.0pp

Employer contribution / active EE

$4,986-100.0%

$4,285-100.0%

$4,755-100.0%

Participant deferral / active EE

$6,443-100.0%

$5,394-100.0%

$6,713-100.0%

Admin fee / account holder

$5,397-100.0%

$4,582-100.0%

$11,407-100.0%

TAX DEFERRED ANNUITY PLAN OF OFFENDER AID AND RESTORATION OF CHARLOTTESVILLE - ALBEMARLE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF OFFENDER AID AND RESTORATION OF CHARLOTTESVILLE - ALBEMARLE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion