Retirement plan

MAKE-A-WISH FOUNDATION OF PHIL N.DEL & SUS VALLEY TSA PLAN

Name: MAKE-A-WISH FOUNDATION OF PHILADELPHIA, N DELAWARE& SUSQ VALLEY - MAKE-A-WISH FOUNDATION OF PHIL N.DEL & SUS VALLEY TSA PLAN (2015) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF PHILADELPHIA, N DELAWARE& SUSQ VALLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAKE-A-WISH FOUNDATION OF PHIL N.DEL & SUS VALLEY TSA PLAN, MAKE-A-WISH FOUNDATION OF PHILADELPHIA, N DELAWARE& SUSQ VALLEY

MAKE-A-WISH FOUNDATION OF PHILADELPHIA, N DELAWARE& SUSQ VALLEYEIN 22-2755963Plan #001PY 2015

5 VALLEY SQ STE 210 - BLUE BELL, PA 194222716215-654-9355philasv.wish.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$698K

No prior year

Total participants

No prior year

Average account balance

$30,343

No prior year

Annual return

-3.05%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$372K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1594

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 codes2G2L3D

Plan features

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.
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

$15K

$1353 / participant

Other / not subdivided$15K100.0%

% of EOY assets

2.133%

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

$30,343

$84,685-64.2%

$73,836-58.9%

$125,389-75.8%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-3.05%

3123.80%-3126.8pp

2268.06%-2271.1pp

282.24%-285.3pp

Employer contribution / active EE

$2,264

$3,123-27.5%

$2,787-18.8%

$4,866-53.5%

Participant deferral / active EE

$3,157

$3,993-20.9%

$3,583-11.9%

$5,352-41.0%

Admin fee / account holder

$647

$5,694-88.6%

$4,882-86.7%

$9,541-93.2%

MAKE-A-WISH FOUNDATION OF PHIL N.DEL & SUS VALLEY TSA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAKE-A-WISH FOUNDATION OF PHIL N.DEL & SUS VALLEY TSA 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