Retirement plan

PAWS 403(B) RETIREMENT PLAN

Name: PROGRESSIVE ANIMAL WELFARE SOCIETY, INC. - PAWS 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: PROGRESSIVE ANIMAL WELFARE SOCIETY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAWS 403(B) RETIREMENT PLAN, PROGRESSIVE ANIMAL WELFARE SOCIETY, INC.

PROGRESSIVE ANIMAL WELFARE SOCIETY, INC.EIN 91-6073154Plan #003PY 2024

P.O. BOX 1037 - LYNNWOOD, WA 98046425-787-2500LinkedIn1-10 employeesinternet

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+24.1% from 2023

Total participants

123

+8.8% from 2023

Average account balance

$25,298

+14.9% from 2023

Annual return

13.32%

-5.89 pp from 2023

Benchmarks

See 10,646 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,646 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.06M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

121

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.

128.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$826

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 codes2F2G2M2S2T3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$100K

$1063 / participant

Other / not subdivided$100K100.0%

% of EOY assets

3.263%

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

$25,298

$58,311-56.6%

$81,882-69.1%

$80,959-68.8%

Participation rate

97.9%

63.5%+34.4pp

72.4%+25.5pp

67.7%+30.2pp

Annual return

13.32%

41.85%-28.5pp

779.47%-766.2pp

35.67%-22.3pp

Employer contribution / active EE

$1,307

$2,347-44.3%

$2,916-55.2%

$2,757-52.6%

Participant deferral / active EE

$2,420

$3,287-26.4%

$4,323-44.0%

$4,300-43.7%

Admin fee / account holder

$826

$4,752-82.6%

$7,360-88.8%

$6,925-88.1%

PAWS 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAWS 403(B) 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