Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY, INC.

Name: AGING AND DISABILITY RESOURCE - 403(B) THRIFT PLAN FOR EMPLOYEES OF AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY, INC. (2024) Form 5500
Creator: AGING AND DISABILITY RESOURCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY, INC., AGING AND DISABILITY RESOURCE

AGING AND DISABILITY RESOURCEEIN 39-1286261Plan #002PY 2024

300 S ADAMS ST - GREEN BAY, WI 543014516920-448-4300adrcdoorcounty.orgLinkedIn1-10 employeesmanagement consulting

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$9.8M

+27.3% from 2023

Total participants

109

+0.9% from 2023

Average account balance

$96,185

+22.3% from 2023

Annual return

31.44%

+13.39 pp from 2023

Benchmarks

See 131 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants25-99

Cohort131 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.81M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

102

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$466K

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

+31.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7697

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 codes2F2G2S2T

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

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$785K

$10904 / participant

Other / not subdivided$785K100.0%

% of EOY assets

8.002%

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

$96,185

$57,969+65.9%

$76,327+26.0%

$80,935+18.8%

Participation rate

90.3%

73.7%+16.5pp

79.2%+11.1pp

67.7%+22.6pp

Annual return

31.44%

15.90%+15.5pp

13.79%+17.6pp

35.66%-4.2pp

Employer contribution / active EE

$3,038

$3,570-14.9%

$4,584-33.7%

$2,757+10.2%

Participant deferral / active EE

$3,434

$3,814-10.0%

$5,478-37.3%

$4,299-20.1%

Admin fee / account holder

$7,697

$5,670+35.8%

$5,139+49.8%

$6,924+11.2%

403(B) THRIFT PLAN FOR EMPLOYEES OF AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY, 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