Retirement plan

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF EXCELTH, INCORPORATED

Name: EXCELTH, INCORPORATED - SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF EXCELTH, INCORPORATED (2024) Form 5500
Creator: EXCELTH, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF EXCELTH, INCORPORATED, EXCELTH, INCORPORATED

EXCELTH, INCORPORATEDEIN 72-1193463Plan #001PY 2024

1515 POYDRAS ST STE 1070 - NEW ORLEANS, LA 701124520504-524-1210excelth.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+25.2% from 2023

Total participants

138

-2.1% from 2023

Average account balance

$21,073

+28.0% from 2023

Annual return

12.83%

-3.64 pp from 2023

Benchmarks

See 2,053 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,053 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.84M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

135

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$382K

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

+12.83%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3+ years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,287

Plan features & details

Pension benefit codes2G3D2J2T

Plan features

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.036%

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: $0
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,073

$60,454-65.1%

$81,844-74.3%

$74,459-71.7%

Participation rate

97.1%

63.0%+34.2pp

72.4%+24.7pp

67.2%+29.9pp

Annual return

12.83%

16.87%-4.0pp

778.87%-766.0pp

1369.70%-1356.9pp

Employer contribution / active EE

$1,811

$2,630-31.1%

$2,916-37.9%

$2,626-31.0%

Participant deferral / active EE

$1,860

$3,398-45.3%

$4,323-57.0%

$4,350-57.2%

Admin fee / account holder

$1,490-99.5%

$7,355-99.9%

$1,945-99.6%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3+ years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,287

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF EXCELTH, INCORPORATED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF EXCELTH, 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