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. (2018) 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 2018

145 KENNEDY ST NW - WASHINGTON, DC 200115260202-726-5434phibetasigma1914.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$188K

+9.0% from 2017

Total participants

0.0% from 2017

Average account balance

$14,494

+9.0% from 2017

Annual return

-5.63%

-43.76 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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 codes2F2T3D

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).
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

$3K

$232 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.352%

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

$14,494

$69,541-79.2%

$59,899-75.8%

$135,380-89.3%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

-5.63%

7.95%-13.6pp

3.46%-9.1pp

519.81%-525.4pp

Employer contribution / active EE

$1,213

$3,236-62.5%

$2,723-55.5%

$4,779-74.6%

Participant deferral / active EE

$1,292

$4,206-69.3%

$3,402-62.0%

$5,609-77.0%

Admin fee / account holder

$196

$5,737-96.6%

$3,592-94.5%

$10,828-98.2%

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