Retirement plan

403(B) THRIFT PLAN OF THE PROTEIN SOCIETY

Name: THE PROTEIN SOCIETY - 403(B) THRIFT PLAN OF THE PROTEIN SOCIETY (2020) Form 5500
Creator: THE PROTEIN SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE PROTEIN SOCIETY, THE PROTEIN SOCIETY

THE PROTEIN SOCIETYEIN 94-3019570Plan #001PY 2020

PO BOX 1217 - CANYON COUNTRY, CA 913861217347-885-8369proteinsociety.orgLinkedIn1-10 employeesresearch

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$196K

+6.1% from 2019

Total participants

0.0% from 2019

Average account balance

$65,442

+6.1% from 2019

Annual return

12.86%

-12.78 pp from 2019

Benchmarks

See 271 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort271 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$385K

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2T

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$64K

$21333 / participant

Other / not subdivided$64K100.0%

% of EOY assets

32.599%

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

$65,442

$101,342-35.4%

$158,966-58.8%

Participation rate

100.0%

71.5%+28.5pp

82.0%+18.0pp

Annual return

12.86%

35.92%-23.1pp

302.95%-290.1pp

Employer contribution / active EE

$8,526

$3,741+127.9%

$4,762+79.0%

Participant deferral / active EE

$8,616

$4,815+78.9%

$5,983+44.0%

Admin fee / account holder

$21,333

$2,869+643.7%

$11,250+89.6%

403(B) THRIFT PLAN OF THE PROTEIN SOCIETY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE PROTEIN SOCIETY

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