Retirement plan

BABE RUTH LEAGUE, INC. FIXED ANNUITY RETIREMENT PLAN

Name: BABE RUTH LEAGUE, INC. - BABE RUTH LEAGUE, INC. FIXED ANNUITY RETIREMENT PLAN (2019) Form 5500
Creator: BABE RUTH LEAGUE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BABE RUTH LEAGUE, INC. FIXED ANNUITY RETIREMENT PLAN, BABE RUTH LEAGUE, INC.

BABE RUTH LEAGUE, INC.EIN 21-0652304Plan #001PY 2019

1670 WHITEHORSE-MERCERVILLE RD - HAMILTON, NJ 08619609-278-2318baberuthleague.orgLinkedIn11-50 employeessports

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5M

+19.4% from 2018

Total participants

-13.6% from 2018

Average account balance

$265,514

+38.3% from 2018

Annual return

16.02%

+20.40 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.78M

Not enough data

1 years with asset history on file

Average account balance

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

$399K

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.

77.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$277K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4118

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 codes2F2G2L2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$160K

$9992 / participant

Other / not subdivided$160K100.0%

% of EOY assets

3.169%

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

$265,514

$103,008+157.8%

$90,304+194.0%

$152,897+73.7%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

16.02%

95.22%-79.2pp

78.13%-62.1pp

345.43%-329.4pp

Employer contribution / active EE

$11,303

$3,139+260.0%

$2,855+295.9%

$4,764+137.3%

Participant deferral / active EE

$7,584

$4,281+77.1%

$3,885+95.2%

$5,851+29.6%

Admin fee / account holder

$8,414

$6,175+36.3%

$5,354+57.2%

$11,599-27.5%

BABE RUTH LEAGUE, INC. FIXED ANNUITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BABE RUTH LEAGUE, INC. FIXED ANNUITY RETIREMENT 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