Retirement plan

GUIDE SERVICE OF WASHINGTON, INC. 401(K) PROFIT SHARING PLAN

Name: GUIDE SERVICE OF WASHINGTON, INC. - GUIDE SERVICE OF WASHINGTON, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: GUIDE SERVICE OF WASHINGTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUIDE SERVICE OF WASHINGTON, INC. 401(K) PROFIT SHARING PLAN, GUIDE SERVICE OF WASHINGTON, INC.

GUIDE SERVICE OF WASHINGTON, INC.EIN 52-1594912Plan #002PY 2022

1400 EYE ST. NW, STE. 230 - WASHINGTON, DC 200052259202-628-2842dctourguides.comLinkedIn1-10 employeesprimary/secondary education

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

-4.0% from 2021

Total participants

0.0% from 2021

Average account balance

$376,532

-4.0% from 2021

Annual return

-10.39%

-37.70 pp from 2021

Benchmarks

See 17,020 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,020 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.85M

Not enough data

1 years with asset history on file

Average account balance

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

$571K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2729

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$263 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.056%

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

$376,532

$93,124+304.3%

$77,100+388.4%

$134,545+179.9%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

-10.39%

62.68%-73.1pp

42.35%-52.7pp

418.37%-428.8pp

Employer contribution / active EE

$17,194

$3,421+402.6%

$2,815+510.8%

$4,742+262.6%

Participant deferral / active EE

$14,166

$5,242+170.2%

$4,430+219.8%

$6,401+121.3%

Admin fee / account holder

$210

$6,970-97.0%

$5,443-96.1%

$11,431-98.2%

GUIDE SERVICE OF WASHINGTON, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUIDE SERVICE OF WASHINGTON, INC. 401(K) PROFIT SHARING 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