Retirement plan

NEW ORLEANS EMPLOYERS-INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, ROYALTY ACCOUNT PROFIT SHARING PLAN

Name: NEW ORLEANS EMPLOYERS-ILA ROYALTY ACCOUNT ESCROW TRUST - NEW ORLEANS EMPLOYERS-INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, ROYALTY ACCOUNT PROFIT SHARING PLAN (2023) Form 5500
Creator: NEW ORLEANS EMPLOYERS-ILA ROYALTY ACCOUNT ESCROW TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW ORLEANS EMPLOYERS-INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, ROYALTY ACCOUNT PROFIT SHARING PLAN, NEW ORLEANS EMPLOYERS-ILA ROYALTY ACCOUNT ESCROW TRUST

NEW ORLEANS EMPLOYERS-ILA ROYALTY ACCOUNT ESCROW TRUSTEIN 72-0717007Plan #001PY 2023

721 RICHARD ST STE B - NEW ORLEANS, LA 701304505504-525-0309

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$50K

+31.3% from 2022

Total participants

0.0% from 2022

Average account balance

$24,878

+31.3% from 2022

Annual return

8.18%

+8.18 pp from 2022

Benchmarks

See 9,391 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,391 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$63K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$268

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$254

$127 / participant

Other / not subdivided$254100.0%

% of EOY assets

0.510%

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

$24,878

$85,060-70.8%

$70,548-64.7%

$139,456-82.2%

Participation rate

100.0%

73.9%+26.1pp

68.3%+31.7pp

80.3%+19.7pp

Annual return

8.18%

30.38%-22.2pp

32.78%-24.6pp

373.45%-365.3pp

Employer contribution / active EE

$4,374

$3,911+11.8%

$2,975+47.0%

$4,753-8.0%

Participant deferral / active EE

$5,890-100.0%

$4,567-100.0%

$6,711-100.0%

Admin fee / account holder

$127

$8,925-98.6%

$6,424-98.0%

$11,407-98.9%

NEW ORLEANS EMPLOYERS-INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, ROYALTY ACCOUNT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW ORLEANS EMPLOYERS-INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, ROYALTY ACCOUNT PROFIT SHARING 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