Retirement plan

EBP OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC.

Name: SOCIETY FOR CORPORATE GOVERNANCE, INC. - EBP OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC. (2024) Form 5500
Creator: SOCIETY FOR CORPORATE GOVERNANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EBP OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC., SOCIETY FOR CORPORATE GOVERNANCE, INC.

SOCIETY FOR CORPORATE GOVERNANCE, INC.EIN 13-1674285Plan #002PY 2024

52 VANDERBILT AVE RM 510 - NEW YORK, NY 100173849212-681-2008societycorpgov.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement-$2.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+1.9% from 2023

Total participants

+16.7% from 2023

Average account balance

-100.0% from 2023

Annual return

7.05%

+3.04 pp from 2023

Benchmarks

See 91 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort91 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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

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

$33K

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

-1.83%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1I

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$125K

Other / not subdivided$125K100.0%

% of EOY assets

6.921%

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

$937,755-100.0%

$342,274-100.0%

Participation rate

0.0%

0.0%0pp

14.4%-14.4pp

Annual return

7.05%

72.14%-65.1pp

8.34%-1.3pp

Employer contribution / active EE

$14,822-100.0%

$30,790-100.0%

Participant deferral / active EE

$3,727-100.0%

$252-100.0%

Admin fee / account holder

$14,090-100.0%

$47,069-100.0%

EBP OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EBP OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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