Retirement plan

403(B) THRIFT PLAN OF GIRL SCOUTS OF NASSAU COUNTY, INC.

Name: GIRL SCOUTS OF NASSAU COUNTY, INC. - 403(B) THRIFT PLAN OF GIRL SCOUTS OF NASSAU COUNTY, INC. (2021) Form 5500
Creator: GIRL SCOUTS OF NASSAU COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GIRL SCOUTS OF NASSAU COUNTY, INC., GIRL SCOUTS OF NASSAU COUNTY, INC.

GIRL SCOUTS OF NASSAU COUNTY, INC.EIN 11-2041443Plan #003PY 2021

110 RING RD W - GARDEN CITY, NY 115303204516-741-2550gsnc.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$9.1M

+19.0% from 2020

Total participants

-1.3% from 2020

Average account balance

$121,139

+20.6% from 2020

Annual return

15.00%

+0.36 pp from 2020

Benchmarks

See 8,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,920 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.56M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

191.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$414K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28002

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$109K

$2130 / participant

Other / not subdivided$109K100.0%

% of EOY assets

1.196%

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

$121,139

$65,434+85.1%

$98,483+23.0%

$85,847+41.1%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.3%+30.7pp

Annual return

15.00%

21.75%-6.8pp

1494.38%-1479.4pp

318.61%-303.6pp

Employer contribution / active EE

$2,466

$2,169+13.7%

$2,961-16.7%

$2,565-3.9%

Participant deferral / active EE

$5,595

$3,168+76.6%

$4,276+30.8%

$3,952+41.6%

Admin fee / account holder

$1,448

$4,595-68.5%

$5,953-75.7%

$6,261-76.9%

403(B) THRIFT PLAN OF GIRL SCOUTS OF NASSAU COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GIRL SCOUTS OF NASSAU COUNTY, 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