Retirement plan

403(B) THRIFT PLAN OF CHESTER COUNTY BOY SCOUTS OF AMERICA

Name: CHESTER COUNTY BOY SCOUTS OF AMERIC A - 403(B) THRIFT PLAN OF CHESTER COUNTY BOY SCOUTS OF AMERICA (2015) Form 5500
Creator: CHESTER COUNTY BOY SCOUTS OF AMERIC A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF CHESTER COUNTY BOY SCOUTS OF AMERICA, CHESTER COUNTY BOY SCOUTS OF AMERIC A

CHESTER COUNTY BOY SCOUTS OF AMERIC AEIN 23-1365192Plan #003PY 2015

504 S CONCORD RD - WEST CHESTER, PA 19382610-696-2900

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$613K

No prior year

Total participants

No prior year

Average account balance

$26,648

No prior year

Annual return

-2.77%

No prior year

Benchmarks

See 6,736 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,736 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$662K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

240.0%

Not enough data

1 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

+13.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 codes2L2G2F2T

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$377K

$15081 / participant

Other / not subdivided$377K100.0%

% of EOY assets

61.516%

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

$26,648

$45,152-41.0%

$73,843-63.9%

$59,632-55.3%

Participation rate

72.0%

64.0%+8.0pp

73.4%-1.4pp

68.7%+3.3pp

Annual return

-2.77%

27.40%-30.2pp

2267.91%-2270.7pp

2041.32%-2044.1pp

Employer contribution / active EE

$712

$1,902-62.6%

$2,787-74.5%

$2,203-67.7%

Participant deferral / active EE

$3,144

$2,574+22.1%

$3,583-12.3%

$3,192-1.5%

Admin fee / account holder

$16,393

$3,516+366.2%

$4,880+235.9%

$4,297+281.5%

403(B) THRIFT PLAN OF CHESTER COUNTY BOY SCOUTS OF AMERICA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF CHESTER COUNTY BOY SCOUTS OF AMERICA

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