Retirement plan

TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

Name: MAKE-A-WISH FOUNDATION OF SAN DIEGO , INC. - TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. (2016) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF SAN DIEGO , INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC., MAKE-A-WISH FOUNDATION OF SAN DIEGO , INC.

MAKE-A-WISH FOUNDATION OF SAN DIEGO , INC.EIN 33-0039466Plan #001PY 2016

2440 HOTEL CIR N STE 200 - SAN DIEGO, CA 92108858-707-9470LinkedIn1-10 employeesgovernment administration

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$479K

+24.4% from 2015

Total participants

+14.3% from 2015

Average account balance

$31,961

+16.1% from 2015

Annual return

9.76%

+11.91 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

153.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+40.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18568

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$48

$5 / participant

Other / not subdivided$48100.0%

% of EOY assets

0.010%

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

$31,961

$181,896-82.4%

$156,551-79.6%

$273,972-88.3%

Participation rate

88.9%

88.4%+0.5pp

84.0%+4.9pp

83.0%+5.9pp

Annual return

9.76%

30.74%-21.0pp

32.23%-22.5pp

41.46%-31.7pp

Employer contribution / active EE

$6,248-100.0%

$5,501-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,282

$5,550+13.2%

$4,871+29.0%

$5,287+18.8%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

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