Retirement plan

HIGHWAY 63 WATER USERS ASSOCIATION 401(K) PLAN

Name: HIGHWAY 63 WATER USERS ASSOCIATION, INC - HIGHWAY 63 WATER USERS ASSOCIATION 401(K) PLAN (2020) Form 5500
Creator: HIGHWAY 63 WATER USERS ASSOCIATION, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HIGHWAY 63 WATER USERS ASSOCIATION 401(K) PLAN, HIGHWAY 63 WATER USERS ASSOCIATION, INC

HIGHWAY 63 WATER USERS ASSOCIATION, INCEIN 71-0471269Plan #003PY 2020

6340 HIGHWAY 63 - RISON, AR 71665870-357-2283LinkedIn1-10 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$889K

+15.3% from 2019

Total participants

0.0% from 2019

Average account balance

$127,012

+15.3% from 2019

Annual return

8.06%

+6.78 pp from 2019

Benchmarks

See 1,417 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,417 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

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

+9.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$534

$89 / participant

Other / not subdivided$534100.0%

% of EOY assets

0.060%

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

$127,012

$111,301+14.1%

$112,977+12.4%

$158,982-20.1%

Participation rate

100.0%

83.5%+16.5pp

82.6%+17.4pp

82.0%+18.0pp

Annual return

8.06%

26.40%-18.3pp

24.24%-16.2pp

302.99%-294.9pp

Employer contribution / active EE

$6,010

$4,471+34.4%

$4,255+41.3%

$4,763+26.2%

Participant deferral / active EE

$3,328

$5,880-43.4%

$5,836-43.0%

$5,983-44.4%

Admin fee / account holder

$76

$8,392-99.1%

$6,294-98.8%

$11,252-99.3%

HIGHWAY 63 WATER USERS ASSOCIATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HIGHWAY 63 WATER USERS ASSOCIATION 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