Retirement plan

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SOUTHEASTERN CONNECTICUT

Name: UNITED WAY OF SOUTHEASTERN CONNECTI CUT - EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SOUTHEASTERN CONNECTICUT (2015) Form 5500
Creator: UNITED WAY OF SOUTHEASTERN CONNECTI CUT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SOUTHEASTERN CONNECTICUT, UNITED WAY OF SOUTHEASTERN CONNECTI CUT

UNITED WAY OF SOUTHEASTERN CONNECTI CUTEIN 06-0771393Plan #001PY 2015

PO BOX 375 - GALES FERRY, CT 06335860-464-7281uwsect.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$38,115

No prior year

Annual return

-0.55%

No prior year

Benchmarks

See 158 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort158 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.31%

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 3-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 codes2C

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$394

$22 / participant

Other / not subdivided$394100.0%

% of EOY assets

0.036%

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

$38,115

$57,165-33.3%

$125,391-69.6%

Participation rate

94.4%

73.3%+21.2pp

83.2%+11.3pp

Annual return

-0.55%

36.23%-36.8pp

282.22%-282.8pp

Employer contribution / active EE

$5,261

$3,571+47.3%

$4,866+8.1%

Participant deferral / active EE

$3,322-100.0%

$5,352-100.0%

Admin fee / account holder

$14

$2,996-99.5%

$9,540-99.9%

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SOUTHEASTERN CONNECTICUT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SOUTHEASTERN CONNECTICUT

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