Retirement plan

EMPLOYEE BENEFIT PLAN OF TULARE YOUTH SERVICE BUREAU, INCORPORATED

Name: TULARE YOUTH SERVICE BUREAU, INCORPORATED - EMPLOYEE BENEFIT PLAN OF TULARE YOUTH SERVICE BUREAU, INCORPORATED (2018) Form 5500
Creator: TULARE YOUTH SERVICE BUREAU, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TULARE YOUTH SERVICE BUREAU, INCORPORATED, TULARE YOUTH SERVICE BUREAU, INCORPORATED

TULARE YOUTH SERVICE BUREAU, INCORPORATEDEIN 94-1748204Plan #001PY 2018

327 S K ST - TULARE, CA 932745416559-686-9772

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+19.7% from 2017

Total participants

+11.6% from 2017

Average account balance

$23,342

+10.7% from 2017

Annual return

10.02%

-3.39 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.49M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

152

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$587K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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

1 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 codes2F2T3D

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).
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

$124K

$1490 / participant

Other / not subdivided$124K100.0%

% of EOY assets

5.698%

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

$23,342

$75,962-69.3%

$154,111-84.9%

$64,173-63.6%

Participation rate

96.4%

70.4%+26.0pp

83.0%+13.3pp

69.6%+26.8pp

Annual return

10.02%

30.32%-20.3pp

735.18%-725.2pp

7.63%+2.4pp

Employer contribution / active EE

$2,057

$3,350-38.6%

$5,298-61.2%

$2,381-13.6%

Participant deferral / active EE

$1,591

$3,175-49.9%

$5,081-68.7%

$3,470-54.2%

Admin fee / account holder

$1,330

$5,589-76.2%

$13,411-90.1%

$4,887-72.8%

EMPLOYEE BENEFIT PLAN OF TULARE YOUTH SERVICE BUREAU, INCORPORATED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TULARE YOUTH SERVICE BUREAU, INCORPORATED

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