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 (2022) 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 2022

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

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$3.7M

-6.7% from 2021

Total participants

147

+24.6% from 2021

Average account balance

$25,415

-23.5% from 2021

Annual return

-9.07%

-42.53 pp from 2021

Benchmarks

See 19,709 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,709 peers

Snapshot2022

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1 year Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 100226839	Claims processing; Recordkeeping and ...	$1,025

Plan features & details

Pension benefit codes2E2F2G2J2T

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.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$1K

$14 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,415

$73,839-65.6%

$143,788-82.3%

$68,495-62.9%

Participation rate

96.2%

66.7%+29.5pp

80.3%+15.9pp

67.9%+28.3pp

Annual return

-9.07%

1.01%-10.1pp

-0.03%-9.0pp

-7.84%-1.2pp

Employer contribution / active EE

$2,292

$3,184-28.0%

$4,952-53.7%

$2,596-11.7%

Participant deferral / active EE

$2,939

$3,384-13.2%

$5,638-47.9%

$4,028-27.0%

Admin fee / account holder

$5,755-99.9%

$14,675-99.9%

$5,403-99.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12 · EIN 13-1614399

320 PARK AVENUE · NEW YORK, NY 100226839

Claims processing; Recordkeeping and ...

$1,025

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