Retirement plan

BBYO 403(B) PLAN

Name: BNAI BRITH YOUTH ORGANIZATION, INC. - BBYO 403(B) PLAN (2016) Form 5500
Creator: BNAI BRITH YOUTH ORGANIZATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BBYO 403(B) PLAN, BNAI BRITH YOUTH ORGANIZATION, INC.

BNAI BRITH YOUTH ORGANIZATION, INC.EIN 31-1794932Plan #002PY 2016

800 EIGHTH STREET NW - WASHINGTON, DC 20001202-857-6585

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.1M

+16.1% from 2015

Total participants

154

-25.6% from 2015

Average account balance

$41,425

+43.7% from 2015

Annual return

7.03%

+8.14 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.78M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

230

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.

78.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$287

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 2 by compensation

Provider	Service type	Compensation
MV CAPITAL MANAGEMENT, INC.2+ years Filed as: MV CAPITAL MANAGEMENT INC. Service code 26 · EIN 52-1480475	Advisory (Participants)	$15,633
PROFESSIONAL CAPITAL SERVICES, LLC2+ years Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 23-3038464	Contract Administrator	$14,862

Plan features & details

Pension benefit codes2F2G2E2K2L2M

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.
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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$37K

$305 / participant

Investment mgmt$16K41.7%
Contract admin$15K39.7%
Other / not subdivided$7K18.6%

% of EOY assets

0.615%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GELMAN ROSENBERG AND FREEDMAN
Auditor EIN: 521392008
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,425

$43,423-4.6%

$78,676-47.3%

$55,167-24.9%

Participation rate

94.3%

68.0%+26.3pp

73.6%+20.7pp

69.0%+25.3pp

Annual return

7.03%

11.53%-4.5pp

62.19%-55.2pp

169.23%-162.2pp

Employer contribution / active EE

$2,282

$1,997+14.3%

$2,850-19.9%

$1,963+16.3%

Participant deferral / active EE

$3,472

$2,509+38.4%

$3,517-1.3%

$3,054+13.7%

Admin fee / account holder

$255

$416-38.8%

$4,510-94.3%

$504-49.4%

Provider

Service type

Compensation

MV CAPITAL MANAGEMENT, INC.2+ years

Filed as: MV CAPITAL MANAGEMENT INC.

Service code 26 · EIN 52-1480475

Advisory (Participants)

$15,633

PROFESSIONAL CAPITAL SERVICES, LLC2+ years

Filed as: PROFESSIONAL CAPITAL SERVICES LLC

Service code 13 · EIN 23-3038464

Contract Administrator

$14,862

BBYO 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BBYO 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