Retirement plan

THE CENTER FOR ELECTION SCIENCE SAFE HARBOR 401(K) PLAN

Name: THE CENTER FOR ELECTION SCIENCE - THE CENTER FOR ELECTION SCIENCE SAFE HARBOR 401(K) PLAN (2023) Form 5500
Creator: THE CENTER FOR ELECTION SCIENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CENTER FOR ELECTION SCIENCE SAFE HARBOR 401(K) PLAN, THE CENTER FOR ELECTION SCIENCE

THE CENTER FOR ELECTION SCIENCEEIN 45-2334002Plan #001PY 2023

440 N BARRANCA AVENUE, #2468 - COVINA, CA 91723202-760-7051electionscience.orgLinkedIn1-10 employeespublic policy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$198K

+56.4% from 2022

Total participants

+33.3% from 2022

Average account balance

$28,321

+34.1% from 2022

Annual return

24.30%

+42.97 pp from 2022

Benchmarks

See 139,965 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,965 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$264K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$380

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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

0 tripped

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

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,321

$148,534-80.9%

$135,903-79.2%

$139,434-79.7%

Participation rate

80.0%

83.9%-3.9pp

81.9%-1.9pp

80.3%-0.3pp

Annual return

24.30%

79.19%-54.9pp

68.23%-43.9pp

372.94%-348.6pp

Employer contribution / active EE

$3,664

$5,243-30.1%

$4,856-24.5%

$4,751-22.9%

Participant deferral / active EE

$4,476

$8,100-44.7%

$7,758-42.3%

$6,710-33.3%

Admin fee / account holder

$12,400-100.0%

$10,762-100.0%

$11,403-100.0%

THE CENTER FOR ELECTION SCIENCE SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE CENTER FOR ELECTION SCIENCE SAFE HARBOR 401(K) PLAN

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