Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF WESTERN NEW YORK INC

Name: GIRL SCOUTS OF WESTERN NEW YORK IN C - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF WESTERN NEW YORK INC (2017) Form 5500
Creator: GIRL SCOUTS OF WESTERN NEW YORK IN C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF WESTERN NEW YORK INC, GIRL SCOUTS OF WESTERN NEW YORK IN C

GIRL SCOUTS OF WESTERN NEW YORK IN CEIN 16-0743096Plan #003PY 2017

3332 WALDEN AVE STE 106 - DEPEW, NY 140432400716-837-6400gswny.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+28.8% from 2016

Total participants

+5.4% from 2016

Average account balance

$19,161

+25.4% from 2016

Annual return

17.07%

+5.50 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.33M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

115

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.

171.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$239K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$976

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 codes2F2S2T3D

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$86K

$1306 / participant

Other / not subdivided$86K100.0%

% of EOY assets

5.996%

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

$19,161

$53,128-63.9%

$86,582-77.9%

$70,126-72.7%

Participation rate

95.5%

65.3%+30.2pp

73.5%+21.9pp

69.5%+25.9pp

Annual return

17.07%

27.66%-10.6pp

965.08%-948.0pp

73.15%-56.1pp

Employer contribution / active EE

$653

$2,068-68.4%

$2,839-77.0%

$2,343-72.1%

Participant deferral / active EE

$2,627

$2,695-2.5%

$3,609-27.2%

$3,332-21.1%

Admin fee / account holder

$1,149

$3,584-67.9%

$4,904-76.6%

$4,645-75.3%

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF WESTERN NEW YORK INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF WESTERN NEW YORK 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