Retirement plan

403(B) THRIFT PLAN OF GIRL SCOUTS OF CENTRAL INDIANA, INC.

Name: GIRL SCOUTS OF CENTRAL INDIANA, INC . - 403(B) THRIFT PLAN OF GIRL SCOUTS OF CENTRAL INDIANA, INC. (2015) Form 5500
Creator: GIRL SCOUTS OF CENTRAL INDIANA, INC .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GIRL SCOUTS OF CENTRAL INDIANA, INC., GIRL SCOUTS OF CENTRAL INDIANA, INC .

GIRL SCOUTS OF CENTRAL INDIANA, INC .EIN 35-0876381Plan #001PY 2015

2611 WATERFRONT PARKWAY EAST DR STE - INDIANAPOLIS, IN 46214317-924-6800

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

114

No prior year

Average account balance

$21,237

No prior year

Annual return

11.14%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.86M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

207

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.

89.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$512K

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

+13.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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

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 codes2L2F2G

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$523K

$6460 / participant

Other / not subdivided$523K100.0%

% of EOY assets

22.604%

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

$21,237

$45,152-53.0%

$73,835-71.2%

$59,633-64.4%

Participation rate

93.8%

64.0%+29.8pp

73.4%+20.4pp

68.7%+25.2pp

Annual return

11.14%

27.40%-16.3pp

2268.13%-2257.0pp

2041.40%-2030.3pp

Employer contribution / active EE

$1,910

$1,901+0.5%

$2,788-31.5%

$2,203-13.3%

Participant deferral / active EE

$2,109

$2,573-18.0%

$3,583-41.1%

$3,192-33.9%

Admin fee / account holder

$4,801

$3,515+36.6%

$4,880-1.6%

$4,297+11.7%

403(B) THRIFT PLAN OF GIRL SCOUTS OF CENTRAL INDIANA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GIRL SCOUTS OF CENTRAL INDIANA, 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