Retirement plan

PESTICIDE ACTION NETWORK 403(B) PLAN

Name: PESTICIDE ACTION NETWORK NORTH AMER ICA - PESTICIDE ACTION NETWORK 403(B) PLAN (2020) Form 5500
Creator: PESTICIDE ACTION NETWORK NORTH AMER ICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PESTICIDE ACTION NETWORK 403(B) PLAN, PESTICIDE ACTION NETWORK NORTH AMER ICA

PESTICIDE ACTION NETWORK NORTH AMER ICAEIN 94-2949686Plan #001PY 2020

2029 UNIVERSITY AVENUE, SUITE 200 - BERKLEY, CA 94704510-788-9020

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+2.7% from 2019

Total participants

+3.3% from 2019

Average account balance

$76,400

-23.8% from 2019

Annual return

8.57%

-6.06 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

164.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9974

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 codes2L2M3D2F2J2E

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).
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.
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.
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

$308K

$14653 / participant

Other / not subdivided$308K100.0%

% of EOY assets

12.992%

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

$76,400

$209,422-63.5%

$178,503-57.2%

$158,982-51.9%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

8.57%

188.81%-180.2pp

151.12%-142.6pp

302.99%-294.4pp

Employer contribution / active EE

$1,238

$5,707-78.3%

$5,011-75.3%

$4,763-74.0%

Participant deferral / active EE

$6,283

$5,955+5.5%

$5,202+20.8%

$5,983+5.0%

Admin fee / account holder

$9,926

$17,079-41.9%

$13,987-29.0%

$11,252-11.8%

PESTICIDE ACTION NETWORK 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PESTICIDE ACTION NETWORK 403(B) 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