Retirement plan

EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN

Name: EARTH AND SPACE RESEARCH - EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN (2023) Form 5500
Creator: EARTH AND SPACE RESEARCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN, EARTH AND SPACE RESEARCH

EARTH AND SPACE RESEARCHEIN 91-1663391Plan #001PY 2023

1107 NE 45TH STREET SUITE 320 - SEATTLE, WA 981054656206-726-0501esr.orgLinkedIn1-10 employeesresearch

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.1M

+14.8% from 2022

Total participants

+5.9% from 2022

Average account balance

$280,744

+8.4% from 2022

Annual return

14.22%

+26.03 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.36M

Not enough data

1 years with asset history on file

Average account balance

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

$358K

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.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67652

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 codes2F2G2L2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$96K

$10691 / participant

Other / not subdivided$96K100.0%

% of EOY assets

1.904%

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

$280,744

$148,623+88.9%

$135,974+106.5%

$139,466+101.3%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

14.22%

79.30%-65.1pp

68.30%-54.1pp

373.66%-359.4pp

Employer contribution / active EE

$8,600

$5,246+63.9%

$4,859+77.0%

$4,754+80.9%

Participant deferral / active EE

$4,836

$8,103-40.3%

$7,760-37.7%

$6,712-27.9%

Admin fee / account holder

$5,346

$12,406-56.9%

$10,767-50.3%

$11,409-53.1%

EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION 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