Retirement plan

INTEGRATED WASTE ANALYSTS, INC. 401(K) PLAN

Name: INTEGRATED WASTE ANALYSTS, INC - INTEGRATED WASTE ANALYSTS, INC. 401(K) PLAN (2022) Form 5500
Creator: INTEGRATED WASTE ANALYSTS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRATED WASTE ANALYSTS, INC. 401(K) PLAN, INTEGRATED WASTE ANALYSTS, INC

INTEGRATED WASTE ANALYSTS, INCEIN 52-1976523Plan #001PY 2022

7455 NEW RIDGE ROAD, SUITE A-B - HANOVER, MD 21076410-872-0000integratedwaste.comLinkedIn1-10 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.2M

-6.4% from 2021

Total participants

+9.5% from 2021

Average account balance

$168,875

-6.4% from 2021

Annual return

-14.97%

-30.32 pp from 2021

Benchmarks

See 17,023 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,023 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

92.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$426K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8185

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$52K

$2454 / participant

Other / not subdivided$52K100.0%

% of EOY assets

2.348%

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

$168,875

$93,117+81.4%

$77,096+119.0%

$134,532+25.5%

Participation rate

52.4%

74.5%-22.1pp

67.9%-15.5pp

81.2%-28.8pp

Annual return

-14.97%

62.67%-77.6pp

42.35%-57.3pp

418.27%-433.2pp

Employer contribution / active EE

$2,245

$3,420-34.4%

$2,814-20.2%

$4,741-52.7%

Participant deferral / active EE

$8,915

$5,241+70.1%

$4,429+101.3%

$6,401+39.3%

Admin fee / account holder

$3,965

$6,948-42.9%

$5,428-27.0%

$11,429-65.3%

INTEGRATED WASTE ANALYSTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATED WASTE ANALYSTS, INC. 401(K) 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