Retirement plan

EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST

Name: EXODUS INTEGRITY SERVICES, INC. - EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST (2024) Form 5500
Creator: EXODUS INTEGRITY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST, EXODUS INTEGRITY SERVICES, INC.

EXODUS INTEGRITY SERVICES, INC.EIN 31-1563335Plan #001PY 2024

37111 EUCLID AVENUE, STE. F - WILLOUGHBY, OH 44094440-918-0140LinkedIn1-10 employeeshuman resources

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$3.2M

+24.2% from 2023

Total participants

157

+17.2% from 2023

Average account balance

$21,064

+5.2% from 2023

Annual return

14.99%

-7.45 pp from 2023

Benchmarks

See 28,860 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,860 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.16M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

150

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.

88.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$424K

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

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2E2F2G2J2S3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BELFINT, LYONS, SHUMAN P.A.
Auditor EIN: 510232399
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,064

$102,385-79.4%

$147,080-85.7%

$80,935-74.0%

Participation rate

88.7%

75.9%+12.8pp

82.2%+6.5pp

67.7%+21.0pp

Annual return

14.99%

135.09%-120.1pp

420.17%-405.2pp

35.66%-20.7pp

Employer contribution / active EE

$368

$3,717-90.1%

$4,933-92.5%

$2,757-86.6%

Participant deferral / active EE

$6,467

$6,651-2.8%

$8,066-19.8%

$4,299+50.4%

Admin fee / account holder

$7,951-100.0%

$12,989-100.0%

$6,924-100.0%

EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion