Retirement plan

EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN

Name: THE GRUNDY FOUNDATION - EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN (2016) Form 5500
Creator: THE GRUNDY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN, THE GRUNDY FOUNDATION

THE GRUNDY FOUNDATIONEIN 23-1609243Plan #003PY 2016

680 RADCLIFFE STREET - BRISTOL, PA 19007215-788-5460grundyfoundation.comLinkedIn11-50 employeesmuseums and institutions

Other plans on this EIN

1 filing

#004Retirement-$882K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+12.7% from 2015

Total participants

+16.7% from 2015

Average account balance

$75,434

+12.7% from 2015

Annual return

6.03%

+6.68 pp from 2015

Benchmarks

See 30,920 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,920 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$37K

Not enough data

1 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

-102.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$25

$1 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.002%

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

$75,434

$90,504-16.7%

$78,690-4.1%

$273,965-72.5%

Participation rate

94.7%

76.5%+18.2pp

73.6%+21.2pp

83.0%+11.7pp

Annual return

6.03%

75.61%-69.6pp

62.18%-56.2pp

41.45%-35.4pp

Employer contribution / active EE

$4,724

$3,176+48.8%

$2,851+65.7%

$4,869-3.0%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$5,263-100.0%

$4,511-100.0%

$10,132-100.0%

EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION 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