Retirement plan

OFFICE OF HUMAN SERVICES TDA PLAN

Name: OFFICE OF HUMAN SERVICES - OFFICE OF HUMAN SERVICES TDA PLAN (2021) Form 5500
Creator: OFFICE OF HUMAN SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OFFICE OF HUMAN SERVICES TDA PLAN, OFFICE OF HUMAN SERVICES

OFFICE OF HUMAN SERVICESEIN 25-1238804Plan #002PY 2021

PO BOX A, 118 CENTER STREET - RIDGWAY, PA 158530306814-776-2191ohsaging.comLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+25.4% from 2020

Total participants

0.0% from 2020

Average account balance

$93,188

+42.3% from 2020

Annual return

53.36%

+38.87 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.78M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

115.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14302

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 codes2F2G2T3D

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.
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

$1.0M

$26008 / participant

Other / not subdivided$1M100.0%

% of EOY assets

29.418%

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

$93,188

$95,406-2.3%

$185,849-49.9%

$85,847+8.6%

Participation rate

79.5%

68.8%+10.7pp

81.7%-2.2pp

69.3%+10.2pp

Annual return

53.36%

23.59%+29.8pp

122.10%-68.7pp

318.61%-265.2pp

Employer contribution / active EE

$3,359

$3,314+1.4%

$5,169-35.0%

$2,565+30.9%

Participant deferral / active EE

$2,888

$3,424-15.6%

$5,569-48.1%

$3,952-26.9%

Admin fee / account holder

$27,414

$7,214+280.0%

$16,244+68.8%

$6,261+337.9%

OFFICE OF HUMAN SERVICES TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OFFICE OF HUMAN SERVICES TDA 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