Retirement plan

EUGENE SYMPHONY ASSOCIATION 401(K) PLAN

Name: EUGENE SYMPHONY ASSOCIATION, INC. - EUGENE SYMPHONY ASSOCIATION 401(K) PLAN (2023) Form 5500
Creator: EUGENE SYMPHONY ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EUGENE SYMPHONY ASSOCIATION 401(K) PLAN, EUGENE SYMPHONY ASSOCIATION, INC.

EUGENE SYMPHONY ASSOCIATION, INC.EIN 93-0556289Plan #001PY 2023

115 WEST 8TH AVENUE SUITE 115 - EUGENE, OR 97401541-687-9487eugenesymphony.orgLinkedIn1-10 employeesperforming arts

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$53K

+849.9% from 2022

Total participants

+66.7% from 2022

Average account balance

$7,640

+307.1% from 2022

Annual return

69.40%

+69.40 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$172K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

47.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2F2G3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$125

$13 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.234%

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

$7,640

$156,963-95.1%

$121,204-93.7%

$139,466-94.5%

Participation rate

70.0%

76.5%-6.5pp

69.5%+0.5pp

80.3%-10.3pp

Annual return

69.40%

1476.75%-1407.3pp

987.18%-917.8pp

373.66%-304.3pp

Employer contribution / active EE

$1,743

$5,544-68.6%

$4,170-58.2%

$4,754-63.3%

Participant deferral / active EE

$2,651

$4,848-45.3%

$4,083-35.1%

$6,712-60.5%

Admin fee / account holder

$18

$6,953-99.7%

$5,651-99.7%

$11,409-99.8%

EUGENE SYMPHONY ASSOCIATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EUGENE SYMPHONY ASSOCIATION 401(K) 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