Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS IN THE HEART OF PENNSYLVANIA

Name: GIRL SCOUTS IN THE HEART OF PENNSYL VANIA - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS IN THE HEART OF PENNSYLVANIA (2017) Form 5500
Creator: GIRL SCOUTS IN THE HEART OF PENNSYL VANIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS IN THE HEART OF PENNSYLVANIA, GIRL SCOUTS IN THE HEART OF PENNSYL VANIA

GIRL SCOUTS IN THE HEART OF PENNSYL VANIAEIN 23-1413685Plan #003PY 2017

350 HALE AVE - HARRISBURG, PA 171041518717-233-1656gshpa.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$45K

+5.4% from 2016

Total participants

0.0% from 2016

Average account balance

$14,945

+5.4% from 2016

Annual return

5.36%

+2.44 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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

+7.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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 codes2F3D2E2J

Plan features

2E
Profit-sharing
Profit-sharing 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).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$72

Other / not subdivided$72100.0%

% of EOY assets

0.161%

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

$14,945

$99,017-84.9%

$86,587-82.7%

$147,585-89.9%

Participation rate

0.0%

76.3%-76.3pp

73.5%-73.5pp

82.8%-82.8pp

Annual return

5.36%

1312.37%-1307.0pp

964.86%-959.5pp

578.56%-573.2pp

Employer contribution / active EE

$3,132-100.0%

$2,839-100.0%

$4,876-100.0%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$24

$5,710-99.6%

$4,906-99.5%

$10,885-99.8%

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS IN THE HEART OF PENNSYLVANIA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS IN THE HEART OF PENNSYLVANIA

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