Retirement plan

EMPLOYEE BENEFIT PLAN OF CIRCUIT RIDER COMMUNITY SERVICES

Name: CIRCUIT RIDER COMMUNITY SERVICES - EMPLOYEE BENEFIT PLAN OF CIRCUIT RIDER COMMUNITY SERVICES (2023) Form 5500
Creator: CIRCUIT RIDER COMMUNITY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CIRCUIT RIDER COMMUNITY SERVICES, CIRCUIT RIDER COMMUNITY SERVICES

CIRCUIT RIDER COMMUNITY SERVICESEIN 94-2345807Plan #002PY 2023

9619 OLD REDWOOD HWY - WINDSOR, CA 954929200707-838-6641circuitridercs.orgLinkedIn11-50 employeesenvironmental services

Other plans on this EIN

1 filing

#003Retirement-$1.1M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$497K

+19.4% from 2022

Total participants

-8.7% from 2022

Average account balance

$23,659

+13.7% from 2022

Annual return

15.82%

+36.01 pp from 2022

Benchmarks

See 445 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort445 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$432K

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.

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.

283.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1126

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 codes2G3D2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$818

$117 / participant

Other / not subdivided$818100.0%

% of EOY assets

0.165%

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

$23,659

$77,707-69.6%

$70,160-66.3%

$139,466-83.0%

Participation rate

100.0%

83.1%+16.9pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

15.82%

19.30%-3.5pp

19.08%-3.3pp

373.66%-357.8pp

Employer contribution / active EE

$2,223

$4,986-55.4%

$4,285-48.1%

$4,754-53.2%

Participant deferral / active EE

$6,443-100.0%

$5,394-100.0%

$6,712-100.0%

Admin fee / account holder

$39

$5,397-99.3%

$4,582-99.1%

$11,409-99.7%

EMPLOYEE BENEFIT PLAN OF CIRCUIT RIDER COMMUNITY SERVICES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CIRCUIT RIDER COMMUNITY SERVICES

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