Retirement plan

EMPLOYEE BENEFIT PLAN OF SOCIETY FOR CORPORATE GOVERNANCE, INC.

Name: SOCIETY FOR CORPORATE GOVERNANCE - EMPLOYEE BENEFIT PLAN OF SOCIETY FOR CORPORATE GOVERNANCE, INC. (2024) Form 5500
Creator: SOCIETY FOR CORPORATE GOVERNANCE
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

SOCIETY FOR CORPORATE GOVERNANCEEIN 13-1674285Plan #003PY 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

#002Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+1.0% from 2023

Total participants

+6.3% from 2023

Average account balance

$158,788

+1.0% from 2023

Annual return

12.06%

-0.69 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

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

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 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

$554K

$55418 / participant

Other / not subdivided$554K100.0%

% of EOY assets

21.813%

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

$158,788

$88,778+78.9%

$81,844+94.0%

$145,884+8.8%

Participation rate

90.0%

75.1%+14.9pp

72.4%+17.6pp

80.3%+9.7pp

Annual return

12.06%

1033.03%-1021.0pp

778.87%-766.8pp

551.85%-539.8pp

Employer contribution / active EE

$9,924

$3,087+221.5%

$2,916+240.3%

$4,662+112.9%

Participant deferral / active EE

$17,519

$4,648+276.9%

$4,323+305.2%

$6,690+161.9%

Admin fee / account holder

$34,636

$8,430+310.9%

$7,355+370.9%

$13,392+158.6%

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