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 (2017) 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 2017

504 S CONCORD RD - WEST CHESTER, PA 193825261610-696-2900

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$755K

+0.4% from 2016

Total participants

+11.1% from 2016

Average account balance

$34,338

+5.0% from 2016

Annual return

14.25%

+3.49 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$583K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

280.0%

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

+14.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$551

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 codes2F2L2G2T3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$149K

$7088 / participant

Other / not subdivided$149K100.0%

% of EOY assets

19.703%

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

$34,338

$99,011-65.3%

$86,582-60.3%

$147,586-76.7%

Participation rate

61.9%

76.3%-14.4pp

73.5%-11.6pp

82.8%-20.9pp

Annual return

14.25%

1312.75%-1298.5pp

965.08%-950.8pp

578.59%-564.3pp

Employer contribution / active EE

$597

$3,132-81.0%

$2,839-79.0%

$4,876-87.8%

Participant deferral / active EE

$1,548

$3,972-61.0%

$3,609-57.1%

$5,439-71.5%

Admin fee / account holder

$6,766

$5,709+18.5%

$4,904+38.0%

$10,886-37.8%

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