Retirement plan

403(B) THRIFT PLAN OF DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA

Name: DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA - 403(B) THRIFT PLAN OF DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA (2020) Form 5500
Creator: DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA, DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA

DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIAEIN 25-1521327Plan #001PY 2020

371 LOW HILL RD - BROWNSVILLE, PA 154179026724-223-5481

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$649K

+46.1% from 2019

Total participants

+28.9% from 2019

Average account balance

$15,839

+6.9% from 2019

Annual return

22.42%

-2.42 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

128.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5814

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 codes2F2G2T3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$172 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.061%

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

$15,839

$91,198-82.6%

$178,503-91.1%

$79,856-80.2%

Participation rate

80.0%

69.2%+10.8pp

81.9%-1.9pp

69.6%+10.4pp

Annual return

22.42%

24.20%-1.8pp

151.12%-128.7pp

31.71%-9.3pp

Employer contribution / active EE

$1,640

$3,257-49.6%

$5,011-67.3%

$2,471-33.6%

Participant deferral / active EE

$1,163

$3,237-64.1%

$5,202-77.7%

$3,741-68.9%

Admin fee / account holder

$168

$6,748-97.5%

$13,987-98.8%

$5,306-96.8%

403(B) THRIFT PLAN OF DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PENNSYLVANIA

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