Retirement plan

403(B) THRIFT PLAN OF UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC.

Name: UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC. - 403(B) THRIFT PLAN OF UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC. (2019) Form 5500
Creator: UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC., UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC.

UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC.EIN 06-1045698Plan #004PY 2019

75 MARKET ST - POUGHKEEPSIE, NY 126014015845-457-4774

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+24.1% from 2018

Total participants

+8.3% from 2018

Average account balance

$43,545

+14.6% from 2018

Annual return

18.02%

+21.46 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.84M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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.

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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 codes2F2G2T

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.

Opportunity flags

1 tripped

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

$281

$26 / participant

Other / not subdivided$281100.0%

% of EOY assets

0.025%

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

$43,545

$102,966-57.7%

$90,281-51.8%

$152,861-71.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.4%+17.6pp

Annual return

18.02%

95.16%-77.1pp

78.10%-60.1pp

345.32%-327.3pp

Employer contribution / active EE

$4,185

$3,139+33.3%

$2,854+46.6%

$4,762-12.1%

Participant deferral / active EE

$857

$4,281-80.0%

$3,885-77.9%

$5,850-85.4%

Admin fee / account holder

$11

$6,171-99.8%

$5,351-99.8%

$11,596-99.9%

403(B) THRIFT PLAN OF UNITED WAY OF THE DUTCHESS-ORANGE REGION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF UNITED WAY OF THE DUTCHESS-ORANGE REGION, 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