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Retirement plan

AUSTIN LYRIC OPERA RETIREMENT PLAN

AUSTIN LYRIC OPERAEIN 74-2390496Plan #002PY 2023

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3009 INDUSTRIAL TERRACE, SUITE 100 - AUSTIN, TX 78758512-472-5927austin-clock-repair.business.siteLinkedIn1-10 employees

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 6, 2023

Plan administrator

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3009 Industrial Terrace, Suite 100

Austin, TX 78758

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Plans declared (1)

Burridge Deferred Compensation Account 20231 emp

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Total assets (EOY)

$1.4M

+22.7% from 2022

Total participants

13

-7.1% from 2022

Average account balance

$111,140

+32.1% from 2022

Annual return

11.35%

-60.26 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

14

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1838

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

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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 codes2E2F3D2G

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$240 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.133%

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	$111,140	$156,963-29.2%	$121,204-8.3%	$139,466-20.3%
Participation rate	100.0%	76.5%+23.5pp	69.5%+30.5pp	80.3%+19.7pp
Annual return	11.35%	1476.75%-1465.4pp	987.18%-975.8pp	373.66%-362.3pp
Employer contribution / active EE	$3,630	$5,544-34.5%	$4,170-13.0%	$4,754-23.7%
Participant deferral / active EE	$13,325	$4,848+174.8%	$4,083+226.4%	$6,712+98.5%
Admin fee / account holder	$148	$6,953-97.9%	$5,651-97.4%	$11,409-98.7%