Retirement plan

MOODLE 401(K) PLAN

Name: MOODLE US LLC - MOODLE 401(K) PLAN (2023) Form 5500
Creator: MOODLE US LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOODLE 401(K) PLAN, MOODLE US LLC

MOODLE US LLCEIN 30-1130319Plan #001PY 2023

8101 COLLEGE BLVD, SUITE 100 - OVERLAND PARK, KS 66210913-522-7232LinkedIn11-50 employeese-learning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+65.8% from 2022

Total participants

+9.8% from 2022

Average account balance

$23,504

+53.2% from 2022

Annual return

24.67%

-44.08 pp from 2022

Benchmarks

See 3,174 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,174 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

122.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$635K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2344

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 codes2E3D2G2J2F2T

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.
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

$126K

$2254 / participant

Other / not subdivided$126K100.0%

% of EOY assets

8.137%

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

$23,504

$68,412-65.6%

$94,679-75.2%

$75,181-68.7%

Participation rate

98.2%

76.1%+22.1pp

80.8%+17.4pp

67.2%+31.0pp

Annual return

24.67%

616.91%-592.2pp

156.75%-132.1pp

160.69%-136.0pp

Employer contribution / active EE

$2,297

$2,701-15.0%

$3,673-37.5%

$2,671-14.0%

Participant deferral / active EE

$6,722

$6,537+2.8%

$7,417-9.4%

$4,126+62.9%

Admin fee / account holder

$1,913

$5,326-64.1%

$7,233-73.6%

$5,650-66.1%

MOODLE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOODLE 401(K) 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