Retirement plan

MARIN HUMANE SOCIETY 403(B) RETIREMENT SAVINGS PLAN

Name: MARIN HUMANE SOCIETY DBA MARIN HUMANE - MARIN HUMANE SOCIETY 403(B) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: MARIN HUMANE SOCIETY DBA MARIN HUMANE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIN HUMANE SOCIETY 403(B) RETIREMENT SAVINGS PLAN, MARIN HUMANE SOCIETY DBA MARIN HUMANE

MARIN HUMANE SOCIETY DBA MARIN HUMANEEIN 94-1156562Plan #003PY 2024

171 BEL MARIN KEYS BLVD - NOVATO, CA 949496105415-883-4621

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

+0.0% from 2023

Total participants

113

-3.4% from 2023

Average account balance

$96,310

+8.5% from 2023

Annual return

16.48%

+5.89 pp from 2023

Benchmarks

See 2,053 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,053 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.39M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

107

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.

113.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$929K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2243

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 codes2F2G2L2M2S2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$19718 / participant

Other / not subdivided$2M100.0%

% of EOY assets

19.701%

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

$96,310

$60,454+59.3%

$81,844+17.7%

$74,459+29.3%

Participation rate

93.1%

63.0%+30.2pp

72.4%+20.8pp

67.2%+25.9pp

Annual return

16.48%

16.87%-0.4pp

778.87%-762.4pp

1369.70%-1353.2pp

Employer contribution / active EE

$480

$2,630-81.8%

$2,916-83.5%

$2,626-81.7%

Participant deferral / active EE

$2,628

$3,398-22.7%

$4,323-39.2%

$4,350-39.6%

Admin fee / account holder

$18,974

$1,490+1173.1%

$7,355+158.0%

$1,945+875.7%

MARIN HUMANE SOCIETY 403(B) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIN HUMANE SOCIETY 403(B) RETIREMENT SAVINGS 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