Retirement plan

EMPLOYEE BENEFIT PLAN OF PHI BETA SIGMA FRATERNITY, INC.

Name: PHI BETA SIGMA FRATERNITY,INC. - EMPLOYEE BENEFIT PLAN OF PHI BETA SIGMA FRATERNITY, INC. (2016) Form 5500
Creator: PHI BETA SIGMA FRATERNITY,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF PHI BETA SIGMA FRATERNITY, INC., PHI BETA SIGMA FRATERNITY,INC.

PHI BETA SIGMA FRATERNITY,INC.EIN 11-1709989Plan #001PY 2016

145 KENNEDY ST NW - WASHINGTON, DC 20011202-726-5434phibetasigma1914.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$107K

+55.5% from 2015

Total participants

-7.1% from 2015

Average account balance

$8,925

+42.6% from 2015

Annual return

7.54%

-2.06 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$290K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3859

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

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 codes2C2F3D

Plan features

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$191

$19 / participant

Other / not subdivided$191100.0%

% of EOY assets

0.178%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,925

$93,064-90.4%

$74,577-88.0%

$273,972-96.7%

Participation rate

90.0%

74.9%+15.1pp

68.1%+21.9pp

83.0%+7.0pp

Annual return

7.54%

26.18%-18.6pp

20.47%-12.9pp

41.46%-33.9pp

Employer contribution / active EE

$1,653

$3,160-47.7%

$2,525-34.5%

$4,869-66.1%

Participant deferral / active EE

$1,653

$4,160-60.3%

$3,458-52.2%

$5,287-68.7%

Admin fee / account holder

$16

$5,273-99.7%

$4,138-99.6%

$10,133-99.8%

EMPLOYEE BENEFIT PLAN OF PHI BETA SIGMA FRATERNITY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF PHI BETA SIGMA FRATERNITY, 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