Retirement plan

THE WOMEN'S CENTER RETIREMENT AND EMPLOYEE SAVINGS PROGRAM

Name: THE WOMEN'S CENTER - THE WOMEN'S CENTER RETIREMENT AND EMPLOYEE SAVINGS PROGRAM (2020) Form 5500
Creator: THE WOMEN'S CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WOMEN'S CENTER RETIREMENT AND EMPLOYEE SAVINGS PROGRAM, THE WOMEN'S CENTER

THE WOMEN'S CENTEREIN 23-7423496Plan #001PY 2020

133 PARK STREET NE - VIENNA, VA 221804602703-281-2657thewomenscenter.orgLinkedIn51-200 employeesmental health care

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$942K

+23.8% from 2019

Total participants

103

+13.2% from 2019

Average account balance

$32,482

+28.1% from 2019

Annual return

15.42%

-7.86 pp from 2019

Benchmarks

See 18,636 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,636 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

50.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$624

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 codes2F2G2L2M2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$34K

$395 / participant

Other / not subdivided$34K100.0%

% of EOY assets

3.645%

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

$32,482

$91,167-64.4%

$178,498-81.8%

$79,858-59.3%

Participation rate

14.9%

69.2%-54.3pp

81.9%-67.0pp

69.6%-54.7pp

Annual return

15.42%

24.19%-8.8pp

151.09%-135.7pp

31.72%-16.3pp

Employer contribution / active EE

$3,255-100.0%

$5,011-100.0%

$2,471-100.0%

Participant deferral / active EE

$1,118

$3,236-65.4%

$5,202-78.5%

$3,740-70.1%

Admin fee / account holder

$1,184

$6,747-82.5%

$13,985-91.5%

$5,306-77.7%

THE WOMEN'S CENTER RETIREMENT AND EMPLOYEE SAVINGS PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WOMEN'S CENTER RETIREMENT AND EMPLOYEE SAVINGS PROGRAM

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