Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC.

Name: ACHIEVE HUMAN SERVICES, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC. (2024) Form 5500
Creator: ACHIEVE HUMAN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC., ACHIEVE HUMAN SERVICES, INC.

ACHIEVE HUMAN SERVICES, INC.EIN 86-0354970Plan #001PY 2024

3250A E 40TH ST - YUMA, AZ 853657748928-341-0335LinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$3.1M assets

Prospect flagsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$187K

+19.4% from 2023

Total participants

-2.3% from 2023

Average account balance

$5,188

+22.8% from 2023

Annual return

12.16%

-6.31 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$187K

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$964

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

+12.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$416

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 codes2G3D2J2E2T

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.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$15K

$554 / participant

Other / not subdivided$15K100.0%

% of EOY assets

8.012%

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

$5,188

$81,331-93.6%

$155,534-96.7%

$80,935-93.6%

Participation rate

77.8%

66.3%+11.5pp

78.2%-0.4pp

67.7%+10.1pp

Annual return

12.16%

33.37%-21.2pp

64.92%-52.8pp

35.66%-23.5pp

Employer contribution / active EE

$3,105-100.0%

$4,675-100.0%

$2,757-100.0%

Participant deferral / active EE

$964

$3,454-72.1%

$5,630-82.9%

$4,299-77.6%

Admin fee / account holder

$416

$7,999-94.8%

$15,900-97.4%

$6,924-94.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC.

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