Retirement plan

BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA PENSION PLAN

Name: BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA - BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA PENSION PLAN (2024) Form 5500
Creator: BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA PENSION PLAN, BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA

BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIAEIN 27-1029072Plan #001PY 2024

PO BOX 767 - MADISON, GA 306500767770-267-8034bgcncg.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$265K

+30.3% from 2023

Total participants

0.0% from 2023

Average account balance

$11,524

+13.3% from 2023

Annual return

11.32%

-4.29 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$265K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

109.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

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

+11.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$295

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

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

$7K

$323 / participant

Other / not subdivided$7K100.0%

% of EOY assets

2.561%

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

$11,524

$88,710-87.0%

$81,783-85.9%

$145,959-92.1%

Participation rate

76.2%

75.0%+1.1pp

72.4%+3.8pp

80.3%-4.1pp

Annual return

11.32%

1027.26%-1015.9pp

775.05%-763.7pp

561.95%-550.6pp

Employer contribution / active EE

$2,078

$3,083-32.6%

$2,913-28.6%

$4,661-55.4%

Participant deferral / active EE

$4,645-100.0%

$4,320-100.0%

$6,689-100.0%

Admin fee / account holder

$295

$8,407-96.5%

$7,380-96.0%

$13,398-97.8%

BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYS & GIRLS CLUB OF NORTH CENTRAL GEORGIA PENSION 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