Retirement plan

GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN

Name: GIRL SCOUTS OF WESTERN OHIO - GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN (2023) Form 5500
Creator: GIRL SCOUTS OF WESTERN OHIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN, GIRL SCOUTS OF WESTERN OHIO

GIRL SCOUTS OF WESTERN OHIOEIN 31-0679091Plan #004PY 2023

4930 CORNELL ROAD - CINCINNATI, OH 45242513-619-1450gswo.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.6M

+10.8% from 2022

Total participants

140

-7.9% from 2022

Average account balance

$26,024

+17.2% from 2022

Annual return

17.65%

+32.83 pp from 2022

Benchmarks

See 1,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,919 peers

Snapshot2023

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.77M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

147

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$632K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 13 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$1,630
ALLIANCE PENSION CONSULTANTS, LLC3 years Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825	Investment Management	$0
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150	Investment Management	$0
AMERICAN CENTURY4+ years Service code 28 · EIN 20-0623152	Investment Management	$0
AMERICAN FUNDS4+ years Service code 28 · EIN 95-1411037	Investment Management	$0
COHEN & STEERS4+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657	Investment Management	$0
EAGLEASSET4+ years Service code 28 · EIN 59-3171014	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
LOOMIS SAYLES4+ years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030	Investment Management	$0
MET WEST FUNDS4+ years Service code 28 · EIN 95-4597302	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D2K

Plan features

2E
Profit-sharing
Profit-sharing 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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$14 / participant

Contract admin$2K100.0%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BARNES DENNIG
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,024

$58,264-55.3%

$86,612-70.0%

$71,457-63.6%

Participation rate

99.1%

65.0%+34.1pp

71.7%+27.4pp

67.9%+31.2pp

Annual return

17.65%

21.63%-4.0pp

591.07%-573.4pp

28.85%-11.2pp

Employer contribution / active EE

$2,152

$2,574-16.4%

$3,022-28.8%

$2,588-16.8%

Participant deferral / active EE

$3,629

$3,436+5.6%

$4,438-18.2%

$4,289-15.4%

Admin fee / account holder

$12

$1,057-98.9%

$5,614-99.8%

$1,587-99.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC4+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$1,630

ALLIANCE PENSION CONSULTANTS, LLC3 years

Filed as: ALLIANCE GLOBAL FUNDS

Service code 28 · EIN 13-3191825

Investment Management

AMERICAN REALTY ADVISORS4+ years

Filed as: AMERICAN BEACON FUNDS

Service code 28 · EIN 75-2401150

Investment Management

AMERICAN CENTURY4+ years

Service code 28 · EIN 20-0623152

Investment Management

AMERICAN FUNDS4+ years

Service code 28 · EIN 95-1411037

Investment Management

COHEN & STEERS4+ years

Filed as: COHEN & STEERS FUNDS

Service code 28 · EIN 14-1904657

Investment Management

EAGLEASSET4+ years

Service code 28 · EIN 59-3171014

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

LOOMIS SAYLES4+ years

Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER

Service code 28 · EIN 04-3200030

Investment Management

MET WEST FUNDS4+ years

Service code 28 · EIN 95-4597302

Investment Management

GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT 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