Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION

Name: GAYLORD AND DOROTHY DONNELLEY - 403(B) THRIFT PLAN FOR EMPLOYEES OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION (2022) Form 5500
Creator: GAYLORD AND DOROTHY DONNELLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION, GAYLORD AND DOROTHY DONNELLEY

GAYLORD AND DOROTHY DONNELLEYEIN 36-6108460Plan #002PY 2022

35 E WACKER DR STE 2600 - CHICAGO, IL 606012309312-977-2700gddf.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

-20.6% from 2021

Total participants

+11.1% from 2021

Average account balance

$225,541

-32.5% from 2021

Annual return

-20.44%

-38.28 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.41M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

210.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$302K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+10.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109159

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 codes2G2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

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

$207K

$25903 / participant

Other / not subdivided$207K100.0%

% of EOY assets

4.594%

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

$225,541

$92,743+143.2%

$82,744+172.6%

$134,532+67.6%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-20.44%

946.63%-967.1pp

702.22%-722.7pp

418.27%-438.7pp

Employer contribution / active EE

$15,102

$3,273+361.4%

$3,008+402.0%

$4,741+218.5%

Participant deferral / active EE

$9,634

$4,802+100.6%

$4,395+119.2%

$6,401+50.5%

Admin fee / account holder

$10,361

$5,977+73.3%

$5,325+94.6%

$11,429-9.3%

403(B) THRIFT PLAN FOR EMPLOYEES OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF GAYLORD AND DOROTHY DONNELLEY FOUNDATION

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