Retirement plan

UNITED WAY OF NORTH CENTRAL OHIO, INC. 403(B) PLAN

Name: UNITED WAY OF NORTH CENTRAL OHIO, INC. - UNITED WAY OF NORTH CENTRAL OHIO, INC. 403(B) PLAN (2020) Form 5500
Creator: UNITED WAY OF NORTH CENTRAL OHIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED WAY OF NORTH CENTRAL OHIO, INC. 403(B) PLAN, UNITED WAY OF NORTH CENTRAL OHIO, INC.

UNITED WAY OF NORTH CENTRAL OHIO, INC.EIN 31-0641236Plan #002PY 2020

125 EXECUTIVE DR., #100 - MARION, OH 433026302740-383-3108unitedwaynco.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$233K

+33.5% from 2019

Total participants

+18.2% from 2019

Average account balance

$23,303

+20.1% from 2019

Annual return

16.60%

-6.70 pp from 2019

Benchmarks

See 36,257 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,257 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$186K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

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

+17.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

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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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$196 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.927%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,303

$100,852-76.9%

$90,404-74.2%

$158,922-85.3%

Participation rate

72.7%

75.0%-2.3pp

72.7%0pp

82.0%-9.2pp

Annual return

16.60%

1724.20%-1707.6pp

1293.02%-1276.4pp

302.83%-286.2pp

Employer contribution / active EE

$1,488

$3,689-59.7%

$3,262-54.4%

$4,761-68.7%

Participant deferral / active EE

$1,187

$4,348-72.7%

$3,963-70.0%

$5,982-80.2%

Admin fee / account holder

$216

$6,501-96.7%

$5,611-96.1%

$11,246-98.1%

UNITED WAY OF NORTH CENTRAL OHIO, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED WAY OF NORTH CENTRAL OHIO, INC. 403(B) 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