Retirement plan

PRICE RIVER WATER IMPROVEMENT DISTRICT RETIREMENT PLAN

Name: PRICE RIVER WATER IMPROVEMENT DISTRICT - PRICE RIVER WATER IMPROVEMENT DISTRICT RETIREMENT PLAN (2025) Form 5500
Creator: PRICE RIVER WATER IMPROVEMENT DISTRICT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRICE RIVER WATER IMPROVEMENT DISTRICT RETIREMENT PLAN, PRICE RIVER WATER IMPROVEMENT DISTRICT

PRICE RIVER WATER IMPROVEMENT DISTRICTEIN 87-0283744Plan #002PY 2025

265 SOUTH FAIRGROUNDS ROAD - PRICE, UT 84501435-637-6350LinkedIn11-50 employeesutilities

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.5M

+15.1% from 2024

Total participants

-15.9% from 2024

Average account balance

$230,353

+36.9% from 2024

Annual return

14.47%

-0.71 pp from 2024

Benchmarks

See 393 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort393 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.52M

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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.

112.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$375K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9597

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 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

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

$355K

$10760 / participant

Other / not subdivided$355K100.0%

% of EOY assets

4.166%

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

$230,353

$87,878+162.1%

$97,411+136.5%

$82,637+178.8%

Participation rate

100.0%

75.6%+24.4pp

80.4%+19.6pp

68.1%+31.9pp

Annual return

14.47%

54.63%-40.2pp

34.72%-20.3pp

53.51%-39.0pp

Employer contribution / active EE

$7,620

$3,800+100.5%

$4,210+81.0%

$2,552+198.6%

Participant deferral / active EE

$3,751

$5,525-32.1%

$5,886-36.3%

$4,126-9.1%

Admin fee / account holder

$9,597

$6,743+42.3%

$7,145+34.3%

$7,339+30.8%

PRICE RIVER WATER IMPROVEMENT DISTRICT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRICE RIVER WATER IMPROVEMENT DISTRICT RETIREMENT 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