Retirement plan

AMERICAN BIRD CONSERVANCY 403(B) PLAN

Name: AMERICAN BIRD CONSERVANCY - AMERICAN BIRD CONSERVANCY 403(B) PLAN (2022) Form 5500
Creator: AMERICAN BIRD CONSERVANCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN BIRD CONSERVANCY 403(B) PLAN, AMERICAN BIRD CONSERVANCY

AMERICAN BIRD CONSERVANCYEIN 52-1501259Plan #001PY 2022

P.O. BOX 249, 4249 LOUDOUN AVENUE - THE PLAINS, VA 20198540-253-5780abcbirds.orgLinkedIn51-200 employeesenvironmental services

Prospect flagsLow returnsRecently reached 100 employeesLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

-5.1% from 2021

Total participants

133

+13.7% from 2021

Average account balance

$42,411

-24.3% from 2021

Annual return

-18.96%

-35.01 pp from 2021

Benchmarks

See 1,742 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,742 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.89M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

134

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.18M

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

+16.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4262

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 codes2F2G2M2T3D

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.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$20K

$178 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.444%

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

$42,411

$51,226-17.2%

$82,744-48.7%

$66,938-36.6%

Participation rate

73.6%

67.9%+5.7pp

72.6%+1.1pp

69.8%+3.8pp

Annual return

-18.96%

-9.61%-9.3pp

702.22%-721.2pp

1.58%-20.5pp

Employer contribution / active EE

$1,210

$2,612-53.7%

$3,008-59.8%

$2,545-52.5%

Participant deferral / active EE

$4,825

$3,460+39.5%

$4,395+9.8%

$4,238+13.9%

Admin fee / account holder

$188

$416-54.7%

$5,325-96.5%

$594-68.3%

AMERICAN BIRD CONSERVANCY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN BIRD CONSERVANCY 403(B) 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