Retirement plan

ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Name: CALIFORNIA STATE UNIVERSITY ALUMNI ASSOCIATION - ALLEVITY, INC. RETIREMENT SAVINGS PLAN (2022) Form 5500
Creator: CALIFORNIA STATE UNIVERSITY ALUMNI ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEVITY, INC. RETIREMENT SAVINGS PLAN, CALIFORNIA STATE UNIVERSITY ALUMNI ASSOCIATION

CALIFORNIA STATE UNIVERSITY ALUMNI ASSOCIATIONEIN 94-6112267Plan #002PY 2022

870 MANZANITA COURT - CHICO, CA 95926530-345-2486

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3K

-2.1% from 2021

Total participants

-33.3% from 2021

Average account balance

$1,262

-2.1% from 2021

Annual return

-2.13%

-12.06 pp from 2021

Benchmarks

See 6,939 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,939 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1K

Not enough data

1 years with asset history on file

Average account balance

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

$696

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+59.89%

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 codes2E2F2G2J3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$65

Other / not subdivided$65100.0%

% of EOY assets

2.575%

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

$1,262

$67,352-98.1%

$60,899-97.9%

$134,509-99.1%

Participation rate

0.0%

76.2%-76.2pp

73.1%-73.1pp

81.2%-81.2pp

Annual return

-2.13%

49.99%-52.1pp

16.92%-19.1pp

418.13%-420.3pp

Employer contribution / active EE

$3,098-100.0%

$2,702-100.0%

$4,741-100.0%

Participant deferral / active EE

$4,539-100.0%

$3,817-100.0%

$6,400-100.0%

Admin fee / account holder

$33

$4,585-99.3%

$3,225-99.0%

$11,427-99.7%

ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEVITY, INC. RETIREMENT SAVINGS 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