Retirement plan

WILDLIFE MISSISSIPPI 403(B) RETIREMENT PLAN

Name: WILDLIFE MISSISSIPPI - WILDLIFE MISSISSIPPI 403(B) RETIREMENT PLAN (2023) Form 5500
Creator: WILDLIFE MISSISSIPPI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILDLIFE MISSISSIPPI 403(B) RETIREMENT PLAN, WILDLIFE MISSISSIPPI

WILDLIFE MISSISSIPPIEIN 64-0886325Plan #001PY 2023

PO BOX 10 - STONEVILLE, MS 38776662-686-3375wildlifemiss.orgLinkedIn1-10 employeesenvironmental services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3M

+29.7% from 2022

Total participants

+7.7% from 2022

Average account balance

$212,126

No prior year

Annual return

25.19%

+44.05 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.72M

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

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

+21.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$981

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 codes2M3D2G2F2T

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$112 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.045%

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

$212,126

$96,691+119.4%

$86,656+144.8%

$139,487+52.1%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

25.19%

106.87%-81.7pp

593.09%-567.9pp

373.84%-348.6pp

Employer contribution / active EE

$3,585

$3,267+9.7%

$3,025+18.5%

$4,755-24.6%

Participant deferral / active EE

$5,089

$4,838+5.2%

$4,439+14.6%

$6,713-24.2%

Admin fee / account holder

$96

$6,414-98.5%

$5,619-98.3%

$11,407-99.2%

WILDLIFE MISSISSIPPI 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILDLIFE MISSISSIPPI 403(B) 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