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 (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$855K

+31.6% from 2020

Total participants

+6.1% from 2020

Average account balance

$17,097

+7.9% from 2020

Annual return

16.35%

-6.07 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

1 tripped

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

$16K

$410 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.823%

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

$17,097

$95,415-82.1%

$185,851-90.8%

$85,851-80.1%

Participation rate

94.7%

68.8%+26.0pp

81.7%+13.0pp

69.3%+25.4pp

Annual return

16.35%

23.59%-7.2pp

122.11%-105.8pp

318.63%-302.3pp

Employer contribution / active EE

$1,718

$3,314-48.2%

$5,168-66.8%

$2,565-33.0%

Participant deferral / active EE

$1,300

$3,424-62.0%

$5,569-76.7%

$3,952-67.1%

Admin fee / account holder

$312

$7,215-95.7%

$16,245-98.1%

$6,261-95.0%

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