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. (2022) 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 2022

4995 MURPHY CANYON ROAD, SUITE 4 - SAN DIEGO, CA 92123858-707-9470LinkedIn1-10 employeesgovernment administration

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$691K

-11.3% from 2021

Total participants

+23.5% from 2021

Average account balance

$43,205

-11.3% from 2021

Annual return

-17.00%

-33.49 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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 codes2F2G3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12

$1 / participant

Other / not subdivided$12100.0%

% of EOY assets

0.002%

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

$43,205

$92,684-53.4%

$82,706-47.8%

$134,509-67.9%

Participation rate

66.7%

75.2%-8.5pp

72.6%-5.9pp

81.2%-14.6pp

Annual return

-17.00%

945.84%-962.8pp

701.76%-718.8pp

418.13%-435.1pp

Employer contribution / active EE

$3,272-100.0%

$3,007-100.0%

$4,741-100.0%

Participant deferral / active EE

$2,956

$4,800-38.4%

$4,394-32.7%

$6,400-53.8%

Admin fee / account holder

$5,982-100.0%

$5,329-100.0%

$11,427-100.0%

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