Retirement plan

403 B THRIFT PLAN OF BETHANY FOR CHILDREN AND FAMILIES

Name: BETHANY FOR CHILDREN AND FAMILIES - 403 B THRIFT PLAN OF BETHANY FOR CHILDREN AND FAMILIES (2017) Form 5500
Creator: BETHANY FOR CHILDREN AND FAMILIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF BETHANY FOR CHILDREN AND FAMILIES, BETHANY FOR CHILDREN AND FAMILIES

BETHANY FOR CHILDREN AND FAMILIESEIN 36-2166973Plan #003PY 2017

PO BOX 697 - MOLINE, IL 612660697309-797-7700bethany-qc.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

+12.6% from 2016

Total participants

+12.7% from 2016

Average account balance

$45,796

-0.2% from 2016

Annual return

14.14%

+3.65 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.65M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

160

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.

85.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$703K

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

+26.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 codes2F2T2G2L

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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$290K

$4209 / participant

Other / not subdivided$290K100.0%

% of EOY assets

7.207%

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

$45,796

$53,128-13.8%

$86,582-47.1%

$70,126-34.7%

Participation rate

98.6%

65.3%+33.2pp

73.5%+25.0pp

69.5%+29.0pp

Annual return

14.14%

27.66%-13.5pp

965.08%-950.9pp

73.15%-59.0pp

Employer contribution / active EE

$2,428

$2,068+17.4%

$2,839-14.5%

$2,343+3.7%

Participant deferral / active EE

$987

$2,695-63.4%

$3,609-72.6%

$3,332-70.4%

Admin fee / account holder

$3,301

$3,584-7.9%

$4,904-32.7%

$4,645-29.0%

403 B THRIFT PLAN OF BETHANY FOR CHILDREN AND FAMILIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF BETHANY FOR CHILDREN AND FAMILIES

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