Retirement plan

EMPLOYEE BENEFIT PLAN OF GREATER WILKES BARRE ASSOCIATION FOR THE BLIND

Name: GREATER WILKES BARRE ASSOCIATION FO R THE BLIND - EMPLOYEE BENEFIT PLAN OF GREATER WILKES BARRE ASSOCIATION FOR THE BLIND (2017) Form 5500
Creator: GREATER WILKES BARRE ASSOCIATION FO R THE BLIND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GREATER WILKES BARRE ASSOCIATION FOR THE BLIND, GREATER WILKES BARRE ASSOCIATION FO R THE BLIND

GREATER WILKES BARRE ASSOCIATION FO R THE BLINDEIN 23-2660272Plan #002PY 2017

1825 WYOMING AVE - EXETER, PA 186431444570-693-3555northeastsight.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$226K

+37.7% from 2016

Total participants

+10.0% from 2016

Average account balance

$22,628

+23.9% from 2016

Annual return

15.33%

-18.28 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$575K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9649

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2T3D2G

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

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

$50

$6 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.022%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,628

$99,020-77.1%

$86,590-73.9%

$147,584-84.7%

Participation rate

87.5%

76.3%+11.2pp

73.5%+14.0pp

82.8%+4.7pp

Annual return

15.33%

1312.34%-1297.0pp

964.84%-949.5pp

578.55%-563.2pp

Employer contribution / active EE

$3,341

$3,132+6.7%

$2,839+17.7%

$4,876-31.5%

Participant deferral / active EE

$1,248

$3,972-68.6%

$3,609-65.4%

$5,439-77.1%

Admin fee / account holder

$5,710-99.9%

$4,906-99.9%

$10,885-100.0%

EMPLOYEE BENEFIT PLAN OF GREATER WILKES BARRE ASSOCIATION FOR THE BLIND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GREATER WILKES BARRE ASSOCIATION FOR THE BLIND

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