Retirement plan

EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC.

Name: RANCHO SAN ANTONIO BOYS HOME, INC. - EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC. (2023) Form 5500
Creator: RANCHO SAN ANTONIO BOYS HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC., RANCHO SAN ANTONIO BOYS HOME, INC.

RANCHO SAN ANTONIO BOYS HOME, INC.EIN 26-0588029Plan #002PY 2023

21000 PLUMMER ST - CHATSWORTH, CA 913114903818-882-6400ranchosanantonio.orgLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$2.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$16.7M

+13.1% from 2022

Total participants

320

+10.3% from 2022

Average account balance

$57,722

+11.1% from 2022

Annual return

11.67%

+24.75 pp from 2022

Benchmarks

See 1,918 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,918 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.28M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

261

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP4 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Participant...	$744

Plan features & details

Pension benefit codes2G2J2E2F

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$744

$4 / participant

Other / not subdivided$744100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HARRINGTON GROUP LLP
Auditor EIN: 954557617
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,722

$58,292-1.0%

$86,640-33.4%

$71,511-19.3%

Participation rate

83.9%

65.0%+18.8pp

71.7%+12.1pp

67.9%+15.9pp

Annual return

11.67%

21.63%-10.0pp

592.52%-580.8pp

28.86%-17.2pp

Employer contribution / active EE

$3,674

$2,574+42.7%

$3,024+21.5%

$2,589+41.9%

Participant deferral / active EE

$1,951

$3,438-43.3%

$4,438-56.0%

$4,291-54.5%

Admin fee / account holder

$1,057-99.8%

$5,616-100.0%

$1,588-99.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP4 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Participant...

$744

EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC.

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