Retirement plan

SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN

Name: SUNDANCE INSTITUTE - SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: SUNDANCE INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN, SUNDANCE INSTITUTE

SUNDANCE INSTITUTEEIN 87-0361394Plan #001PY 2024

P.O. BOX 684429 - PARK CITY, UT 84068435-658-3456sundance.orgLinkedIn51-200 employeesentertainment

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.2M

+12.6% from 2023

Total participants

248

-3.5% from 2023

Average account balance

$81,723

+17.4% from 2023

Annual return

14.36%

-4.92 pp from 2023

Benchmarks

See 1,012 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort1,012 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.20M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

235

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.

91.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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 5 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576	Custodial (other than securities); Cl...	$18,106
PLAN DESIGN CONSULTANTS, INC.7 years Filed as: PLAN DESIGN CONSULTANTS Service code 27 · EIN 94-2936206	Advisory (Plan)	$9,173
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19	Securities Custodian	$6,019
STANCORP FINANCIAL GROUP4 years Filed as: STANCORP FINANCIAL Service code 19	Securities Custodian	$5,019
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

$64K

$422 / participant

Recordkeeping$64K100.0%

% of EOY assets

0.334%

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: LARSON & COMPANY, P.C.
Auditor EIN: 870516083
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,723

$79,045+3.4%

$100,378-18.6%

$74,429+9.8%

Participation rate

91.4%

79.4%+12.0pp

81.5%+9.9pp

67.2%+24.2pp

Annual return

14.36%

20.61%-6.3pp

49.41%-35.1pp

1368.38%-1354.0pp

Employer contribution / active EE

$2,604

$3,015-13.6%

$3,942-33.9%

$2,625-0.8%

Participant deferral / active EE

$5,359

$7,751-30.9%

$8,087-33.7%

$4,348+23.2%

Admin fee / account holder

$273

$1,335-79.5%

$7,899-96.5%

$1,944-85.9%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP4 years

Service code 12 · EIN 93-1253576

Custodial (other than securities); Cl...

$18,106

PLAN DESIGN CONSULTANTS, INC.7 years

Filed as: PLAN DESIGN CONSULTANTS

Service code 27 · EIN 94-2936206

Advisory (Plan)

$9,173

CHARLES SCHWAB & CO., INC.4 years

Filed as: CHARLES SCHWAB

Service code 19

Securities Custodian

$6,019

STANCORP FINANCIAL GROUP4 years

Filed as: STANCORP FINANCIAL

Service code 19

Securities Custodian

$5,019

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 27 · EIN 11-3658445

Advisory (Plan)

SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNDANCE INSTITUTE 401(K) 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