Retirement plan

GLOBAL WILDLIFE 403(B) RETIREMENT PLAN

Name: GLOBAL WILDLIFE CONSERVATION - GLOBAL WILDLIFE 403(B) RETIREMENT PLAN (2020) Form 5500
Creator: GLOBAL WILDLIFE CONSERVATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLOBAL WILDLIFE 403(B) RETIREMENT PLAN, GLOBAL WILDLIFE CONSERVATION

GLOBAL WILDLIFE CONSERVATIONEIN 26-2887967Plan #001PY 2020

500 N CAPITAL OF TEXAS HIGHWAY, SUITE 1-225 - AUSTIN, TX 78746512-562-0810rewild.orgLinkedIn51-200 employeesenvironmental services

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$696K

+79.5% from 2019

Total participants

+90.0% from 2019

Average account balance

$21,763

+12.2% from 2019

Annual return

3.04%

-7.92 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.48M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

101.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$575K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4519

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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$156 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.808%

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

$21,763

$60,128-63.8%

$90,440-75.9%

$79,852-72.7%

Participation rate

83.3%

65.0%+18.3pp

72.7%+10.6pp

69.6%+13.7pp

Annual return

3.04%

71.95%-68.9pp

1294.38%-1291.3pp

31.72%-28.7pp

Employer contribution / active EE

$1,731

$2,068-16.3%

$3,263-47.0%

$2,471-30.0%

Participant deferral / active EE

$6,667

$2,939+126.9%

$3,964+68.2%

$3,740+78.2%

Admin fee / account holder

$176

$3,977-95.6%

$5,615-96.9%

$5,306-96.7%

GLOBAL WILDLIFE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLOBAL WILDLIFE 403(B) 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