Retirement plan

PPS ADMINISTRATIVE SERVICES INC EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN

Name: PPS ADMINISTRATIVE SERVICES INC - PPS ADMINISTRATIVE SERVICES INC EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN (2023) Form 5500
Creator: PPS ADMINISTRATIVE SERVICES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PPS ADMINISTRATIVE SERVICES INC EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN, PPS ADMINISTRATIVE SERVICES INC

PPS ADMINISTRATIVE SERVICES INCEIN 87-3407786Plan #001PY 2023

715 HORIZON DR, STE 350 - GRAND JUNCTION, CO 81506970-245-6255

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$531K

+48.7% from 2022

Total participants

+15.8% from 2022

Average account balance

$24,131

+28.4% from 2022

Annual return

48.53%

-57.60 pp from 2022

Benchmarks

See 18,480 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,480 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$702K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$532

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25

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

+32.19%

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

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 codes2O2H3H

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$49

$2 / participant

Other / not subdivided$49100.0%

% of EOY assets

0.009%

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

$24,131

$96,388-75.0%

$80,627-70.1%

$139,466-82.7%

Participation rate

100.0%

73.6%+26.4pp

67.0%+33.0pp

80.3%+19.7pp

Annual return

48.53%

1352.08%-1303.5pp

936.76%-888.2pp

373.66%-325.1pp

Employer contribution / active EE

$24

$3,260-99.3%

$2,723-99.1%

$4,754-99.5%

Participant deferral / active EE

$5,224-100.0%

$4,443-100.0%

$6,712-100.0%

Admin fee / account holder

$6,603-100.0%

$5,381-100.0%

$11,409-100.0%

PPS ADMINISTRATIVE SERVICES INC EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PPS ADMINISTRATIVE SERVICES INC EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING 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