Retirement plan

THE WASHINGTON WALDORF SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Name: WASHINGTON WALDORF SCHOOL - THE WASHINGTON WALDORF SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN (2021) Form 5500
Creator: WASHINGTON WALDORF SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WASHINGTON WALDORF SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, WASHINGTON WALDORF SCHOOL

WASHINGTON WALDORF SCHOOLEIN 23-7003486Plan #001PY 2021

4800 SANGAMORE RD., - BETHESDA, MD 20816301-229-6107washingtonwaldorf.orgLinkedIn51-200 employeeshigher education

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$7.2M

+29.5% from 2020

Total participants

102

-1.0% from 2020

Average account balance

$70,690

+25.7% from 2020

Annual return

25.91%

+19.31 pp from 2020

Benchmarks

See 3,975 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,975 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.03M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

115

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.

145.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$304K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6540

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 codes2F2L2M2G

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$79K

$1223 / participant

Other / not subdivided$79K100.0%

% of EOY assets

1.102%

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

$70,690

$53,837+31.3%

$75,717-6.6%

$85,856-17.7%

Participation rate

100.0%

69.1%+30.9pp

74.8%+25.2pp

69.3%+30.7pp

Annual return

25.91%

24.54%+1.4pp

104.58%-78.7pp

318.58%-292.7pp

Employer contribution / active EE

$920

$2,017-54.4%

$2,743-66.5%

$2,565-64.1%

Participant deferral / active EE

$3,417

$2,895+18.0%

$3,821-10.6%

$3,952-13.5%

Admin fee / account holder

$779

$3,341-76.7%

$3,619-78.5%

$6,261-87.6%

THE WASHINGTON WALDORF SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WASHINGTON WALDORF SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT 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