Retirement plan

COLORADO SPRINGS UNIVSERVE UNIT PENSION PLAN

Name: COLORADO SPRINGS UNISERVE UNIT - COLORADO SPRINGS UNIVSERVE UNIT PENSION PLAN (2022) Form 5500
Creator: COLORADO SPRINGS UNISERVE UNIT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO SPRINGS UNIVSERVE UNIT PENSION PLAN, COLORADO SPRINGS UNISERVE UNIT

COLORADO SPRINGS UNISERVE UNITEIN 73-1443675Plan #001PY 2022

2520 N. TEJON ST SUITE 100 - COLORADO SPRINGS, CO 809076862719-471-1190

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$311K

-6.5% from 2021

Total participants

0.0% from 2021

Average account balance

$155,590

-6.5% from 2021

Annual return

-19.02%

-24.20 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

$137K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

150.0%

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

$20K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$113224

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 codes2E2F2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

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

$155,590

$92,766+67.7%

$82,763+88.0%

$134,545+15.6%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-19.02%

946.97%-966.0pp

702.45%-721.5pp

418.37%-437.4pp

Employer contribution / active EE

$15,037

$3,273+359.4%

$3,008+399.8%

$4,742+217.1%

Participant deferral / active EE

$5,725

$4,802+19.2%

$4,395+30.2%

$6,401-10.6%

Admin fee / account holder

$5,978-100.0%

$5,325-100.0%

$11,431-100.0%

COLORADO SPRINGS UNIVSERVE UNIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLORADO SPRINGS UNIVSERVE UNIT PENSION PLAN

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