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. (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

-7.7% from 2018

Total participants

114

+10.7% from 2018

Average account balance

$19,466

-17.4% from 2018

Annual return

20.30%

+19.64 pp from 2018

Benchmarks

See 8,599 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,599 peers

Snapshot2019

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
PROCYON INSTITUTIONAL ADVISOR1 year Service code 26 · EIN 82-1597892 ONE CORPORATE DRIVE · SHELTON, CT 06484	Advisory (Participants)	$5,343

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$145 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.485%

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

$19,466

$54,757-64.5%

$90,304-78.4%

$72,975-73.3%

Participation rate

100.0%

65.2%+34.8pp

73.3%+26.7pp

69.5%+30.5pp

Annual return

20.30%

30.63%-10.3pp

78.13%-57.8pp

81.01%-60.7pp

Employer contribution / active EE

$946

$2,093-54.8%

$2,855-66.9%

$2,440-61.2%

Participant deferral / active EE

$2,401

$2,887-16.8%

$3,885-38.2%

$3,608-33.4%

Admin fee / account holder

$94

$3,973-97.6%

$5,354-98.2%

$5,124-98.2%

Provider

Service type

Compensation

PROCYON INSTITUTIONAL ADVISOR1 year

Service code 26 · EIN 82-1597892

ONE CORPORATE DRIVE · SHELTON, CT 06484

Advisory (Participants)

$5,343

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