Retirement plan

EMPLOYEE BENEFIT PLAN OF SOCIETY FOR CORPORATE GOVERNANCE, INC.

Name: SOCIETY FOR CORPORATE GOVERNANCE, INC. - EMPLOYEE BENEFIT PLAN OF SOCIETY FOR CORPORATE GOVERNANCE, INC. (2020) Form 5500
Creator: SOCIETY FOR CORPORATE GOVERNANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SOCIETY FOR CORPORATE GOVERNANCE, INC., SOCIETY FOR CORPORATE GOVERNANCE, INC.

SOCIETY FOR CORPORATE GOVERNANCE, INC.EIN 13-1674285Plan #003PY 2020

52 VANDERBILT AVENUE, SUITE 903 - NEW YORK CITY, NY 10017212-681-2008societycorpgov.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+27.5% from 2019

Total participants

0.0% from 2019

Average account balance

$126,703

+27.5% from 2019

Annual return

18.54%

-22.11 pp from 2019

Benchmarks

See 36,257 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,257 peers

Snapshot2020

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

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

176.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6635

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.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$23K

$2289 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.903%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$126,703

$100,852+25.6%

$90,404+40.2%

$158,922-20.3%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

18.54%

1724.20%-1705.7pp

1293.02%-1274.5pp

302.83%-284.3pp

Employer contribution / active EE

$7,857

$3,689+113.0%

$3,262+140.9%

$4,761+65.0%

Participant deferral / active EE

$12,245

$4,348+181.6%

$3,963+209.0%

$5,982+104.7%

Admin fee / account holder

$1,144

$6,501-82.4%

$5,611-79.6%

$11,246-89.8%

EMPLOYEE BENEFIT PLAN OF SOCIETY FOR CORPORATE GOVERNANCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SOCIETY FOR CORPORATE GOVERNANCE, 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