Retirement plan

BOYS & GIRLS CLUBS OF NORTH GEORGIA, INC. PENSION PLAN

Name: BOYS & GIRLS CLUBS OF NORTH GEORGIA INC. - BOYS & GIRLS CLUBS OF NORTH GEORGIA, INC. PENSION PLAN (2018) Form 5500
Creator: BOYS & GIRLS CLUBS OF NORTH GEORGIA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYS & GIRLS CLUBS OF NORTH GEORGIA, INC. PENSION PLAN, BOYS & GIRLS CLUBS OF NORTH GEORGIA INC.

BOYS & GIRLS CLUBS OF NORTH GEORGIA INC.EIN 20-2957153Plan #001PY 2018

PO BOX 649 - JASPER, GA 30143706-253-2582bgcng.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$52K

-0.3% from 2017

Total participants

0.0% from 2017

Average account balance

$12,981

-0.3% from 2017

Annual return

-10.75%

-24.56 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

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

+12.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 codes2C2F2G3D2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$703

$141 / participant

Other / not subdivided$703100.0%

% of EOY assets

1.354%

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

$12,981

$90,606-85.7%

$79,466-83.7%

$135,379-90.4%

Participation rate

80.0%

76.0%+4.0pp

73.3%+6.7pp

82.6%-2.6pp

Annual return

-10.75%

977.69%-988.4pp

718.28%-729.0pp

519.79%-530.5pp

Employer contribution / active EE

$1,220

$3,068-60.2%

$2,800-56.4%

$4,779-74.5%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$176

$5,895-97.0%

$5,104-96.6%

$10,828-98.4%

BOYS & GIRLS CLUBS OF NORTH GEORGIA, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYS & GIRLS CLUBS OF NORTH GEORGIA, INC. PENSION PLAN

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