Retirement plan

403(B) THRIFT PLAN OF GIRL SCOUTS OF NYPENN PATHWAYS, INC.

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

GIRL SCOUTS OF NYPENN PATHWAYS, INC.EIN 16-0844808Plan #004PY 2021

8170 THOMPSON RD - CICERO, NY 130399393315-698-9400gsnypenn.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+17.6% from 2020

Total participants

105

-0.9% from 2020

Average account balance

$36,303

+17.6% from 2020

Annual return

23.32%

+7.98 pp from 2020

Benchmarks

See 8,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,919 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.62M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

77.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$186K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1498

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 codes2F2G2S2T3D

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.
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

$413K

$6252 / participant

Other / not subdivided$413K100.0%

% of EOY assets

11.144%

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

$36,303

$65,440-44.5%

$98,506-63.1%

$85,851-57.7%

Participation rate

95.5%

65.0%+30.4pp

73.3%+22.1pp

69.3%+26.1pp

Annual return

23.32%

21.75%+1.6pp

1494.92%-1471.6pp

318.63%-295.3pp

Employer contribution / active EE

$1,241

$2,169-42.8%

$2,961-58.1%

$2,565-51.6%

Participant deferral / active EE

$2,287

$3,168-27.8%

$4,277-46.5%

$3,952-42.1%

Admin fee / account holder

$4,046

$4,596-12.0%

$5,955-32.1%

$6,261-35.4%

403(B) THRIFT PLAN OF GIRL SCOUTS OF NYPENN PATHWAYS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GIRL SCOUTS OF NYPENN PATHWAYS, 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