Retirement plan

ALL MISSION INDIAN HOUSING AUTHORITY RETIREMENT PLAN

Name: ALL MISSION INDIAN HOUSING AUTHORITY - ALL MISSION INDIAN HOUSING AUTHORITY RETIREMENT PLAN (2023) Form 5500
Creator: ALL MISSION INDIAN HOUSING AUTHORITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL MISSION INDIAN HOUSING AUTHORITY RETIREMENT PLAN, ALL MISSION INDIAN HOUSING AUTHORITY

ALL MISSION INDIAN HOUSING AUTHORITYEIN 95-2664962Plan #001PY 2023

27368 VIA INDUSTRIA, SUITE 113 - TEMECULA, CA 925904856951-760-7390amiha.orgLinkedIn1-10 employeesinternational trade and development

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+8.6% from 2022

Total participants

0.0% from 2022

Average account balance

$77,110

+8.6% from 2022

Annual return

14.12%

+30.71 pp from 2022

Benchmarks

See 41,922 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,922 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2908

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2J2T3D

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.
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

$160K

$15980 / participant

Other / not subdivided$160K100.0%

% of EOY assets

14.803%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,110

$96,635-20.2%

$86,612-11.0%

$139,434-44.7%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

14.12%

106.41%-92.3pp

591.07%-577.0pp

372.94%-358.8pp

Employer contribution / active EE

$5,591

$3,263+71.3%

$3,022+85.0%

$4,751+17.7%

Participant deferral / active EE

$4,654

$4,836-3.8%

$4,438+4.9%

$6,710-30.6%

Admin fee / account holder

$11,414

$6,408+78.1%

$5,614+103.3%

$11,403+0.1%

ALL MISSION INDIAN HOUSING AUTHORITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL MISSION INDIAN HOUSING AUTHORITY RETIREMENT 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