Retirement plan

PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401(K) PLAN

Name: PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. - PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401(K) PLAN (2022) Form 5500
Creator: PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401(K) PLAN, PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC.

PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC.EIN 84-0414922Plan #001PY 2022

101 PRO RODEO DRIVE - COLORADO SPRINGS, CO 80919719-593-8840prorodeo.comLinkedIn51-200 employeessports

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.9M

-24.8% from 2021

Total participants

130

+20.4% from 2021

Average account balance

$33,437

-35.6% from 2021

Annual return

-13.22%

-22.60 pp from 2021

Benchmarks

See 638 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort638 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

129

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.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$624K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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 4 by compensation

Provider	Service type	Compensation
AMERIPRISE FINANCIAL SERVICES INC1 year Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55	Other Commissions	$4,711
SECURIAN FINANCIAL SERVICES INC1 year Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 99	Other Fees	$4,573
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49	Other Services	$2,193
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC Service code 99	Other Fees	$821

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.
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

$28K

$275 / participant

Contract admin$28K100.0%

% of EOY assets

0.711%

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: STOCKMAN KAST RYAN & COMPANY LLP.
Auditor EIN: 841509584
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,437

$45,602-26.7%

$117,533-71.6%

$66,938-50.0%

Participation rate

88.2%

57.6%+30.6pp

70.6%+17.6pp

69.8%+18.4pp

Annual return

-13.22%

-16.74%+3.5pp

29.77%-43.0pp

1.58%-14.8pp

Employer contribution / active EE

$1,553

$1,579-1.6%

$4,179-62.8%

$2,545-39.0%

Participant deferral / active EE

$3,127

$2,845+9.9%

$4,072-23.2%

$4,238-26.2%

Admin fee / account holder

$238

$661-64.0%

$5,647-95.8%

$594-59.9%

Provider

Service type

Compensation

AMERIPRISE FINANCIAL SERVICES INC1 year

Filed as: AMERIPRISE FINANCIAL SERVICES, INC.

Service code 55

Other Commissions

$4,711

SECURIAN FINANCIAL SERVICES INC1 year

Filed as: SECURIAN FINANCIAL SERVICES INC.

Service code 99

Other Fees

$4,573

ASCENSUS LLC3 years

Filed as: ASCENSUS

Service code 49

Other Services

$2,193

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC

Service code 99

Other Fees

$821

PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401(K) 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