Retirement plan

YOUTH DYNAMICS, INC. EMPLOYER SPONSORED PLAN

Name: YOUTH DYNAMICS, INC. - YOUTH DYNAMICS, INC. EMPLOYER SPONSORED PLAN (2024) Form 5500
Creator: YOUTH DYNAMICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOUTH DYNAMICS, INC. EMPLOYER SPONSORED PLAN, YOUTH DYNAMICS, INC.

YOUTH DYNAMICS, INC.EIN 81-0457323Plan #101PY 2024

2334 LEWIS AVE - BILLINGS, MT 59102406-245-6539LinkedIn51-200 employeesmental health care

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$2.8M

+21.8% from 2023

Total participants

433

-15.6% from 2023

Average account balance

$18,378

+34.0% from 2023

Annual return

20.39%

+1.35 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.33%

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

0 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
ALLIED INVESTMENT ADVISORS LLC1 year Service code 27 3409 TRANSTECH WY STE A · BILLINGS, MT 59102	Advisory (Plan)	$8,468
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$7,119

Plan features & details

Pension benefit codes2E2G2K2M3D

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.
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$19K

$53 / participant

Contract admin$19K100.0%

% of EOY assets

0.698%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KCOE ISOM, LLP
Auditor EIN: 942222122
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,378

$50,902-63.9%

$155,534-88.2%

$77,736-76.4%

Participation rate

22.0%

63.1%-41.1pp

78.2%-56.2pp

70.6%-48.5pp

Annual return

20.39%

34.85%-14.5pp

64.92%-44.5pp

31.26%-10.9pp

Employer contribution / active EE

$460

$1,991-76.9%

$4,675-90.2%

$2,728-83.1%

Participant deferral / active EE

$739

$2,824-73.8%

$5,630-86.9%

$4,651-84.1%

Admin fee / account holder

$128

$437-70.6%

$15,900-99.2%

$433-70.4%

Provider

Service type

Compensation

ALLIED INVESTMENT ADVISORS LLC1 year

Service code 27

3409 TRANSTECH WY STE A · BILLINGS, MT 59102

Advisory (Plan)

$8,468

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$7,119

YOUTH DYNAMICS, INC. EMPLOYER SPONSORED PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOUTH DYNAMICS, INC. EMPLOYER SPONSORED PLAN

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