Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC.

Name: OKLAHOMA LIONS SIGHT CONSERVAT - 403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC. (2022) Form 5500
Creator: OKLAHOMA LIONS SIGHT CONSERVAT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC., OKLAHOMA LIONS SIGHT CONSERVAT

OKLAHOMA LIONS SIGHT CONSERVATEIN 73-0669317Plan #002PY 2022

3840 N LINCOLN BLVD - OKLAHOMA CITY, OK 731055203405-557-1393

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$324K

-28.9% from 2021

Total participants

+11.1% from 2021

Average account balance

$32,443

-36.0% from 2021

Annual return

-37.12%

-47.25 pp from 2021

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$433K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3737

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 codes2G3D2J2E

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.
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.

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

$32,443

$92,766-65.0%

$82,763-60.8%

$134,545-75.9%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-37.12%

946.97%-984.1pp

702.45%-739.6pp

418.37%-455.5pp

Employer contribution / active EE

$3,480

$3,273+6.3%

$3,008+15.7%

$4,742-26.6%

Participant deferral / active EE

$2,803

$4,802-41.6%

$4,395-36.2%

$6,401-56.2%

Admin fee / account holder

$5,978-100.0%

$5,325-100.0%

$11,431-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion