Retirement plan

EMPLOYEE BENEFIT PLAN OF ESN SWIM SCHOOL, LLC

Name: ESN SWIM SCHOOL, LLC - EMPLOYEE BENEFIT PLAN OF ESN SWIM SCHOOL, LLC (2020) Form 5500
Creator: ESN SWIM SCHOOL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ESN SWIM SCHOOL, LLC, ESN SWIM SCHOOL, LLC

ESN SWIM SCHOOL, LLCEIN 47-3941651Plan #001PY 2020

PO BOX 429 - BEDFORD, TX 760950429817-360-9115

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+12.3% from 2019

Total participants

+1.3% from 2019

Average account balance

$23,921

+10.9% from 2019

Annual return

9.18%

-4.53 pp from 2019

Benchmarks

See 3,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,929 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

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.

148

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.

118.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$718K

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

+32.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4642

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 codes2F2G2T3D

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.
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

$152K

$3625 / participant

Other / not subdivided$152K100.0%

% of EOY assets

7.857%

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

$23,921

$49,249-51.4%

$70,476-66.1%

$79,852-70.0%

Participation rate

100.0%

69.2%+30.8pp

75.1%+24.9pp

69.6%+30.4pp

Annual return

9.18%

30.09%-20.9pp

109.12%-99.9pp

31.72%-22.5pp

Employer contribution / active EE

$1,757

$2,100-16.4%

$2,738-35.8%

$2,471-28.9%

Participant deferral / active EE

$3,116

$2,769+12.5%

$3,710-16.0%

$3,740-16.7%

Admin fee / account holder

$1,880

$2,878-34.7%

$3,847-51.1%

$5,306-64.6%

EMPLOYEE BENEFIT PLAN OF ESN SWIM SCHOOL, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ESN SWIM SCHOOL, LLC

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