Retirement plan

ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN

Name: ST JOHNS COUNTY CHAMBER OF COMMERCE, INC. - ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN (2023) Form 5500
Creator: ST JOHNS COUNTY CHAMBER OF COMMERCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN, ST JOHNS COUNTY CHAMBER OF COMMERCE, INC.

ST JOHNS COUNTY CHAMBER OF COMMERCE, INC.EIN 59-0432275Plan #001PY 2023

100 SOUTHPARK BLVD. SUITE 405 - ST AUGUSTINE, FL 32086904-829-5681

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$589K

+22.3% from 2022

Total participants

+37.5% from 2022

Average account balance

$65,425

-4.9% from 2022

Annual return

17.04%

+34.60 pp from 2022

Benchmarks

See 18,508 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,508 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$336K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

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

+19.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$124

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$260 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.265%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,425

$96,305-32.1%

$80,569-18.8%

$139,434-53.1%

Participation rate

66.7%

73.6%-7.0pp

67.0%-0.3pp

80.3%-13.7pp

Annual return

17.04%

1350.08%-1333.0pp

935.43%-918.4pp

372.94%-355.9pp

Employer contribution / active EE

$1,663

$3,262-49.0%

$2,723-39.0%

$4,751-65.0%

Participant deferral / active EE

$2,817

$5,232-46.2%

$4,447-36.7%

$6,710-58.0%

Admin fee / account holder

$173

$6,599-97.4%

$5,377-96.8%

$11,403-98.5%

ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT 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