Retirement plan

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PENNSYLVANIA

Name: UNITED WAY OF PENNSYLVANIA - EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PENNSYLVANIA (2022) Form 5500
Creator: UNITED WAY OF PENNSYLVANIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PENNSYLVANIA, UNITED WAY OF PENNSYLVANIA

UNITED WAY OF PENNSYLVANIAEIN 23-1672348Plan #001PY 2022

20 ERFORD RD STE 215 - LEMOYNE, PA 170431163717-238-7365uwp.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$254K

+39.4% from 2018

Total participants

0.0% from 2018

Average account balance

$36,347

+59.3% from 2018

Annual return

-17.13%

-9.38 pp from 2018

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

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

+3.28%

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 codes2F2G2T3D

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1 / participant

Other / not subdivided$5100.0%

% 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

$36,347

$92,684-60.8%

$82,706-56.1%

$134,509-73.0%

Participation rate

80.0%

75.2%+4.8pp

72.6%+7.4pp

81.2%-1.2pp

Annual return

-17.13%

945.84%-963.0pp

701.76%-718.9pp

418.13%-435.3pp

Employer contribution / active EE

$2,016

$3,272-38.4%

$3,007-33.0%

$4,741-57.5%

Participant deferral / active EE

$4,101

$4,800-14.6%

$4,394-6.7%

$6,400-35.9%

Admin fee / account holder

$5,982-100.0%

$5,329-100.0%

$11,427-100.0%

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PENNSYLVANIA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF UNITED WAY 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