Retirement plan

CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K

Name: CLAYTON FOUNDATION FOR RESEARCH - CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K (2024) Form 5500
Creator: CLAYTON FOUNDATION FOR RESEARCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K, CLAYTON FOUNDATION FOR RESEARCH

CLAYTON FOUNDATION FOR RESEARCHEIN 74-1541767Plan #002PY 2024

ONE RIVERWAY SUITE 1500 - HOUSTON, TX 77056713-963-5859LinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$19.5M

+9.8% from 2023

Total participants

142

-0.7% from 2023

Average account balance

$137,256

+10.6% from 2023

Annual return

13.21%

-3.99 pp from 2023

Benchmarks

See 10,668 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,668 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.49M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

142

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

$545K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$444

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 2 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708	Advisory (Participants)	$63,055
ONEDIGITAL INVESTMENT ADVISORS LLC2 years Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524	Other Fees	$47,768

Plan features & details

Pension benefit codes2E2J2F2G2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$63K

$1576 / participant

Investment mgmt$5K8.5%
Contract admin$58K91.4%
Other / not subdivided$500.1%

% of EOY assets

0.324%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TANGE, MANN & GARZA, P.C.
Auditor EIN: 760572188
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,256

$58,258+135.6%

$81,820+67.8%

$80,925+69.6%

Participation rate

100.0%

63.5%+36.5pp

72.4%+27.6pp

67.7%+32.3pp

Annual return

13.21%

41.76%-28.6pp

777.93%-764.7pp

35.65%-22.4pp

Employer contribution / active EE

$11,144

$2,345+375.2%

$2,915+282.3%

$2,756+304.3%

Participant deferral / active EE

$2,468

$3,284-24.8%

$4,323-42.9%

$4,299-42.6%

Admin fee / account holder

$444

$4,976-91.1%

$7,391-94.0%

$6,940-93.6%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY10+ years

Service code 26 · EIN 71-0294708

Advisory (Participants)

$63,055

ONEDIGITAL INVESTMENT ADVISORS LLC2 years

Filed as: ONEDIGITAL INVESTMENT ADVISORS

Service code 99 · EIN 43-1451524

Other Fees

$47,768

CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K

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