Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CONNECTICUT, INC.

Name: GIRL SCOUTS OF CONNECTICUT, INC. - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CONNECTICUT, INC. (2018) Form 5500
Creator: GIRL SCOUTS OF CONNECTICUT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CONNECTICUT, INC., GIRL SCOUTS OF CONNECTICUT, INC.

GIRL SCOUTS OF CONNECTICUT, INC.EIN 06-0662134Plan #003PY 2018

340 WASHINGTON STREET - HARTFORD, CT 06106860-522-0163gsofct.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.4M

+3.9% from 2017

Total participants

103

+1.0% from 2017

Average account balance

$23,565

-0.1% from 2017

Annual return

0.66%

-12.88 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

90.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1610

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP4+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,209

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

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.
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

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$575

$8 / participant

Other / not subdivided$575100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,565

$49,177-52.1%

$79,466-70.3%

$64,173-63.3%

Participation rate

98.7%

65.0%+33.7pp

73.3%+25.3pp

69.6%+29.1pp

Annual return

0.66%

-1.16%+1.8pp

718.28%-717.6pp

7.63%-7.0pp

Employer contribution / active EE

$765

$2,076-63.2%

$2,800-72.7%

$2,381-67.9%

Participant deferral / active EE

$1,666

$2,821-41.0%

$3,704-55.0%

$3,470-52.0%

Admin fee / account holder

$3,839-99.9%

$5,104-99.9%

$4,887-99.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP4+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,209

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CONNECTICUT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CONNECTICUT, INC.

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