Retirement plan

AURORA COMMUNITY SERVICES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Name: AURORA COMMUNITY SERVICES, INC. - AURORA COMMUNITY SERVICES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: AURORA COMMUNITY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AURORA COMMUNITY SERVICES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN, AURORA COMMUNITY SERVICES, INC.

AURORA COMMUNITY SERVICES, INC.EIN 26-4618269Plan #002PY 2023

P.O. BOX 68 - MENOMONIE, WI 54751715-235-1839auroraservices.comLinkedIn501-1000 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.2M

+38.4% from 2022

Total participants

486

+1.3% from 2022

Average account balance

$25,875

+35.2% from 2022

Annual return

38.49%

+53.64 pp from 2022

Benchmarks

See 4,041 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,041 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.88M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

473

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$580K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

-5.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147

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 4 by compensation

Provider	Service type	Compensation
WIPFLI LLP9+ years Service code 14 P.O. BOX 3160 · MILWAUKEE, WI 53201	Plan Administrator	$30,396
WOODBURY FINANCIAL SERVICES5 years Service code 26 7755 3RD ST N · OAKDALE, MN 55128	Advisory (Participants)	$12,670
VALUE CONSULTING GROUP9+ years Service code 34 401 N. THIRD STREET · MINNEAPOLIS, MN 55401	Valuation (appraisals, etc.)	$11,000
MEUWISSEN, FLYGARE, KADRLIK, & ASSO9+ years Service code 10 6400 FLYING CLOUD DRIVE · EDEN PRAIRIE, MN 55344	Accounting	$9,250

Plan features & details

Pension benefit codes2E2F2G2J2K2P2Q

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$65K

$246 / participant

Recordkeeping$30K47.1%
Trustee / custodial$1K2.1%
Investment mgmt$13K19.6%
Valuation$11K17.0%
Other / not subdivided$9K14.3%

% of EOY assets

0.530%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MEUWISSEN, FLYGARE, KADRLIK, & ASSO
Auditor EIN: 411670081
Audit fees: $9,250
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,875

$47,135-45.1%

$149,717-82.7%

$74,440-65.2%

Participation rate

94.7%

63.4%+31.3pp

78.8%+15.9pp

70.7%+23.9pp

Annual return

38.49%

22.75%+15.7pp

134.41%-95.9pp

34.37%+4.1pp

Employer contribution / active EE

$1,010

$1,906-47.0%

$4,820-79.1%

$2,638-61.7%

Participant deferral / active EE

$1,045

$2,728-61.7%

$5,682-81.6%

$4,529-76.9%

Admin fee / account holder

$137

$343-60.0%

$13,213-99.0%

$348-60.6%

Provider

Service type

Compensation

WIPFLI LLP9+ years

Service code 14

P.O. BOX 3160 · MILWAUKEE, WI 53201

Plan Administrator

$30,396

WOODBURY FINANCIAL SERVICES5 years

Service code 26

7755 3RD ST N · OAKDALE, MN 55128

Advisory (Participants)

$12,670

VALUE CONSULTING GROUP9+ years

Service code 34

401 N. THIRD STREET · MINNEAPOLIS, MN 55401

Valuation (appraisals, etc.)

$11,000

MEUWISSEN, FLYGARE, KADRLIK, & ASSO9+ years

Service code 10

6400 FLYING CLOUD DRIVE · EDEN PRAIRIE, MN 55344

Accounting

$9,250

AURORA COMMUNITY SERVICES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AURORA COMMUNITY SERVICES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP 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