Retirement plan

SHERRIFS EMPLOYEE BEN ASSOC 401(K) PROFIT SHARING PLAN & TRUST

Name: SAN BERNARDINO COUNTY SAFETY EMPLOYEE BENEFIT ASSOCIATION - SHERRIFS EMPLOYEE BEN ASSOC 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: SAN BERNARDINO COUNTY SAFETY EMPLOYEE BENEFIT ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHERRIFS EMPLOYEE BEN ASSOC 401(K) PROFIT SHARING PLAN & TRUST, SAN BERNARDINO COUNTY SAFETY EMPLOYEE BENEFIT ASSOCIATION

SAN BERNARDINO COUNTY SAFETY EMPLOYEE BENEFIT ASSOCIATIONEIN 95-6059097Plan #002PY 2019

735 EAST CARNEGIE DRIVE, SUITE 125 - SAN BERNARDINO, CA 92408909-885-6074seba.bizLinkedIn1-10 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+16.8% from 2018

Total participants

+10.0% from 2018

Average account balance

$179,546

+6.2% from 2018

Annual return

21.45%

+31.03 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

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

+13.66%

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

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.

Start for $4.99 See plans

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

$258K

$32217 / participant

Other / not subdivided$258K100.0%

% of EOY assets

13.050%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$179,546

$102,966+74.4%

$90,281+98.9%

$152,861+17.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.4%+17.6pp

Annual return

21.45%

95.16%-73.7pp

78.10%-56.7pp

345.32%-323.9pp

Employer contribution / active EE

$12,639

$3,139+302.7%

$2,854+342.8%

$4,762+165.4%

Participant deferral / active EE

$9,776

$4,281+128.3%

$3,885+151.6%

$5,850+67.1%

Admin fee / account holder

$23,430

$6,171+279.7%

$5,351+337.8%

$11,596+102.0%

SHERRIFS EMPLOYEE BEN ASSOC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHERRIFS EMPLOYEE BEN ASSOC 401(K) PROFIT SHARING PLAN & TRUST

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