Retirement plan

BERKS WOMEN IN CRISIS 403(B) PLAN

Name: BERKS WOMEN IN CRISIS - BERKS WOMEN IN CRISIS 403(B) PLAN (2017) Form 5500
Creator: BERKS WOMEN IN CRISIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERKS WOMEN IN CRISIS 403(B) PLAN, BERKS WOMEN IN CRISIS

BERKS WOMEN IN CRISISEIN 23-2087191Plan #001PY 2017

255 CHESTNUT STREET - READING, PA 196021966610-373-1206safeberks.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$738K

+28.5% from 2016

Total participants

+44.4% from 2016

Average account balance

$16,398

-14.3% from 2016

Annual return

13.29%

+15.24 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

117.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$947

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 codes2F2G2L2M2S2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$230 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.338%

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

$16,398

$84,233-80.5%

$170,436-90.4%

$70,131-76.6%

Participation rate

83.7%

70.8%+12.9pp

83.6%+0.1pp

69.5%+14.2pp

Annual return

13.29%

23.06%-9.8pp

205.94%-192.7pp

73.14%-59.9pp

Employer contribution / active EE

$581

$3,387-82.9%

$5,433-89.3%

$2,342-75.2%

Participant deferral / active EE

$1,639

$3,086-46.9%

$4,939-66.8%

$3,332-50.8%

Admin fee / account holder

$219

$5,698-96.1%

$13,880-98.4%

$4,645-95.3%

BERKS WOMEN IN CRISIS 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERKS WOMEN IN CRISIS 403(B) 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