Plans » Benchmarking Engine
Benchmarking Viejas Retirement Program in Alpine, CA against
neutral (7)
Viejas Retirement Program in Alpine, CA has the 2nd-least net assets (assets minus liabilities) ($52.50M) of the 38 plans within 50 miles. Those $52.50M compare to an average of $70.70M across the 38 plans.
Note: net assets (assets minus liabilities) =
total assets - total liabilities
Viejas Retirement Program has these standings among those 38 peer plans:
Note: net assets (assets minus liabilities) =
total assets - total liabilities
Viejas Retirement Program has these standings among those 38 peer plans:
- net assets (assets minus liabilities) = $52.50M (2nd-least)
- total assets = $52,514,468 (2nd-least)
- total liabilities = $0 (the least, tied)
- net assets (assets minus liabilities). At end of plan year. Net assets equal total assets minus total liabilities. Line 1l from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Viejas Retirement Program in Alpine, CA is in California, its EIN is 330409825, its industry group is Religious, Grantmaking, Civic, Professional, and Similar Organizations, its plan administrator is Stacia Draper, is a profit-sharing plan, collectively-bargained, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, its business code is 813000, has 1,000 to 4,999 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, corrective distributions, and yield on beginning-of-plan-year total assets (5 total), is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of professional fees, contract administrator fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- total assets ($52,514,468)
- net assets (assets minus liabilities) ($52.50M)
- value of interest in registered investment companies (e.g., mutual funds) ($47.20M)
- total assets at beginning of plan year ($47,107,727)
- total income ($9,789,442)
- net income ($5,406,741)
- total contributions ($5,270,156)
- earnings on investments ($4,519,286)
- net earnings on investments ($4,519,286)
- cash contributions from participants ($4,393,571)
- total expenses ($4,382,701)
- value of interest in common/collective trusts ($3,271,131)
- participant loans ($2,038,042)
- cash contributions from employers ($757,667)
- total administrative expenses ($169,939)
- contract administrator fees ($155,779)
- corrective distributions ($29,666)
- average account balance ($19,573)
- professional fees ($14,160)
- average participant cash contribution per active participant ($2,804)
- net income per total participant ($2,015)
- average employer cash contribution per active participant ($483.50)
- total administrative expense per participant ($63.34)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (58.4%)
- diversity of asset types (12.4%)
- yield on beginning-of-plan-year total assets (9.59%)
- participant loans as a percentage of plan assets (3.88%)
- total administrative expense ratio (0.320%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (1,567)
- deceased participants whose beneficiaries receive or are entitled to benefits (3)
- living participants (2,680)
- other retired or separated participants entitled to future benefits (1,078)
- retired or separated participants receiving benefits (35)
- total participants (2,683)
Global References