Retirement plan

403 (B) THRIFT PLAN FOR EMPLOYEES OF PRAIRIE OPPORTUNITY, INCORPORATED

Name: PRAIRIE OPPORTUNITY, INC. - 403 (B) THRIFT PLAN FOR EMPLOYEES OF PRAIRIE OPPORTUNITY, INCORPORATED (2022) Form 5500
Creator: PRAIRIE OPPORTUNITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 (B) THRIFT PLAN FOR EMPLOYEES OF PRAIRIE OPPORTUNITY, INCORPORATED, PRAIRIE OPPORTUNITY, INC.

PRAIRIE OPPORTUNITY, INC.EIN 64-0440167Plan #003PY 2022

POST OFFICE BOX 1526, 501 HIGHWAY 12 W STE 110 - STARKVILLE, MS 397593643662-323-7932LinkedIn11-50 employeesinternet

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$314K

+7.0% from 2021

Total participants

-8.1% from 2021

Average account balance

$9,521

+16.7% from 2021

Annual return

-7.60%

-13.20 pp from 2021

Benchmarks

See 105,986 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,986 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$230K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+4.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4755

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 codes2G2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$523 / participant

Other / not subdivided$8K100.0%

% of EOY assets

2.497%

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

$9,521

$167,323-94.3%

$143,770-93.4%

$134,493-92.9%

Participation rate

93.3%

84.8%+8.5pp

80.3%+13.0pp

81.2%+12.1pp

Annual return

-7.60%

0.47%-8.1pp

-0.04%-7.6pp

418.01%-425.6pp

Employer contribution / active EE

$2,609

$5,619-53.6%

$4,951-47.3%

$4,740-44.9%

Participant deferral / active EE

$746

$6,446-88.4%

$5,638-86.8%

$6,400-88.3%

Admin fee / account holder

$238

$18,088-98.7%

$14,673-98.4%

$11,425-97.9%

403 (B) THRIFT PLAN FOR EMPLOYEES OF PRAIRIE OPPORTUNITY, INCORPORATED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 (B) THRIFT PLAN FOR EMPLOYEES OF PRAIRIE OPPORTUNITY, INCORPORATED

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