Retirement plan

403(B) THRIFT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

Name: PROGRAM TO AID CITIZEN ENTERPR - 403(B) THRIFT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE (2022) Form 5500
Creator: PROGRAM TO AID CITIZEN ENTERPR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE, PROGRAM TO AID CITIZEN ENTERPR

PROGRAM TO AID CITIZEN ENTERPREIN 25-1205316Plan #002PY 2022

TWO GATEWAY CENTER SUITE 1700, 603 STANWIX ST - PITTSBURGH, PA 152221425412-562-0290pacepgh.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$342K

+2.3% from 2021

Total participants

+33.3% from 2021

Average account balance

$48,798

-12.3% from 2021

Annual return

-8.61%

-14.95 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$463K

Not enough data

1 years with asset history on file

Average account balance

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

$463K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+7.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$12

$2 / participant

Other / not subdivided$12100.0%

% of EOY assets

0.004%

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

$48,798

$92,684-47.4%

$82,706-41.0%

$134,509-63.7%

Participation rate

83.3%

75.2%+8.1pp

72.6%+10.8pp

81.2%+2.1pp

Annual return

-8.61%

945.84%-954.5pp

701.76%-710.4pp

418.13%-426.7pp

Employer contribution / active EE

$2,592

$3,272-20.8%

$3,007-13.8%

$4,741-45.3%

Participant deferral / active EE

$3,493

$4,800-27.2%

$4,394-20.5%

$6,400-45.4%

Admin fee / account holder

$5,982-100.0%

$5,329-100.0%

$11,427-100.0%

403(B) THRIFT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

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