Retirement plan

GOVERNMENT OF VICTORIA AUSTRAL 401 K PROFIT SHARING PLAN TRUST

Name: GOVERNMENT OF VICTORIA AUSTRAL - GOVERNMENT OF VICTORIA AUSTRAL 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: GOVERNMENT OF VICTORIA AUSTRAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOVERNMENT OF VICTORIA AUSTRAL 401 K PROFIT SHARING PLAN TRUST, GOVERNMENT OF VICTORIA AUSTRAL

GOVERNMENT OF VICTORIA AUSTRALEIN 98-0371031Plan #001PY 2016

575 MARKET ST STE 375 - SAN FRANCISCO, CA 941052863415-693-0772LinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$761K

No prior year

Total participants

No prior year

Average account balance

$84,505

No prior year

Annual return

9.02%

No prior year

Benchmarks

See 30,921 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,921 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$608K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

260.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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

$117K

$14627 / participant

Other / not subdivided$117K100.0%

% of EOY assets

15.386%

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

$84,505

$90,503-6.6%

$78,689+7.4%

$273,961-69.2%

Participation rate

75.0%

76.5%-1.5pp

73.6%+1.4pp

83.0%-8.0pp

Annual return

9.02%

75.60%-66.6pp

62.18%-53.2pp

41.45%-32.4pp

Employer contribution / active EE

$3,800

$3,176+19.7%

$2,851+33.3%

$4,869-22.0%

Participant deferral / active EE

$11,478

$3,901+194.2%

$3,517+226.4%

$5,287+117.1%

Admin fee / account holder

$13,002

$5,263+147.0%

$4,510+188.3%

$10,132+28.3%

GOVERNMENT OF VICTORIA AUSTRAL 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOVERNMENT OF VICTORIA AUSTRAL 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