Retirement plan

UNIVERSITY OF BALTIMORE FOUNDATION, INC. 403(B) PLAN

Name: UNIVERSITY OF BALTIMORE FOUNDATION, INC. - UNIVERSITY OF BALTIMORE FOUNDATION, INC. 403(B) PLAN (2021) Form 5500
Creator: UNIVERSITY OF BALTIMORE FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF BALTIMORE FOUNDATION, INC. 403(B) PLAN, UNIVERSITY OF BALTIMORE FOUNDATION, INC.

UNIVERSITY OF BALTIMORE FOUNDATION, INC.EIN 23-7036780Plan #001PY 2021

1130 N. CHARLES STREET - BALTIMORE, MD 21201410-837-6148LinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$979K

+27.9% from 2020

Total participants

0.0% from 2020

Average account balance

$122,316

+27.9% from 2020

Annual return

18.00%

+2.53 pp from 2020

Benchmarks

See 6,468 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,468 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+11.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18792

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 codes2M2T2E2G2F

Plan features

2E
Profit-sharing
Profit-sharing 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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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

$122,316

$84,741+44.3%

$75,731+61.5%

$167,553-27.0%

Participation rate

100.0%

77.8%+22.2pp

74.8%+25.2pp

82.1%+17.9pp

Annual return

18.00%

199.72%-181.7pp

104.65%-86.6pp

478.89%-460.9pp

Employer contribution / active EE

$5,763

$3,230+78.4%

$2,743+110.1%

$4,840+19.1%

Participant deferral / active EE

$13,231

$4,577+189.1%

$3,820+246.4%

$6,343+108.6%

Admin fee / account holder

$5,361-100.0%

$3,620-100.0%

$12,316-100.0%

UNIVERSITY OF BALTIMORE FOUNDATION, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIVERSITY OF BALTIMORE FOUNDATION, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion