Retirement plan

FRIENDS OF LEVITT PAVILION 401K PLAN

Name: FRIENDS OF LEVITT PAVILION - FRIENDS OF LEVITT PAVILION 401K PLAN (2022) Form 5500
Creator: FRIENDS OF LEVITT PAVILION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRIENDS OF LEVITT PAVILION 401K PLAN, FRIENDS OF LEVITT PAVILION

FRIENDS OF LEVITT PAVILIONEIN 46-1004204Plan #001PY 2022

P.O.BOX 9219 - DENVER, CO 80203303-909-3487

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$45K

No prior year

Total participants

No prior year

Average account balance

$7,546

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$110K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2807

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$1267 / participant

Other / not subdivided$8K100.0%

% of EOY assets

16.794%

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

$7,546

$152,597-95.1%

$117,533-93.6%

$134,532-94.4%

Participation rate

100.0%

77.1%+22.9pp

70.6%+29.4pp

81.2%+18.8pp

Annual return

0.00%

53.04%-53.0pp

29.77%-29.8pp

418.27%-418.3pp

Employer contribution / active EE

$3,335

$5,576-40.2%

$4,179-20.2%

$4,741-29.7%

Participant deferral / active EE

$6,246

$4,821+29.6%

$4,072+53.4%

$6,401-2.4%

Admin fee / account holder

$1,267

$7,007-81.9%

$5,647-77.6%

$11,429-88.9%

FRIENDS OF LEVITT PAVILION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRIENDS OF LEVITT PAVILION 401K 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