Retirement plan

ALZHEIMER'S SAN DIEGO 403(B) SAVINGS PLAN

Name: ALZHEIMER'S SAN DIEGO - ALZHEIMER'S SAN DIEGO 403(B) SAVINGS PLAN (2023) Form 5500
Creator: ALZHEIMER'S SAN DIEGO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALZHEIMER'S SAN DIEGO 403(B) SAVINGS PLAN, ALZHEIMER'S SAN DIEGO

ALZHEIMER'S SAN DIEGOEIN 47-5534541Plan #001PY 2023

6632 CONVOY CT - SAN DIEGO, CA 92111858-966-3301alzsd.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$818K

+33.4% from 2022

Total participants

+15.8% from 2022

Average account balance

$19,483

+17.5% from 2022

Annual return

21.08%

+40.21 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

146.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$221K

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

+21.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2308

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 codes2S2M2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$84K

$2998 / participant

Other / not subdivided$84K100.0%

% of EOY assets

10.257%

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

$19,483

$77,908-75.0%

$149,696-87.0%

$75,173-74.1%

Participation rate

92.9%

65.6%+27.3pp

78.8%+14.1pp

67.2%+25.7pp

Annual return

21.08%

31.73%-10.6pp

134.46%-113.4pp

160.72%-139.6pp

Employer contribution / active EE

$793

$3,138-74.7%

$4,821-83.6%

$2,671-70.3%

Participant deferral / active EE

$4,809

$3,411+41.0%

$5,682-15.4%

$4,126+16.5%

Admin fee / account holder

$1,998

$5,950-66.4%

$13,212-84.9%

$5,651-64.6%

ALZHEIMER'S SAN DIEGO 403(B) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALZHEIMER'S SAN DIEGO 403(B) SAVINGS 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