Retirement plan

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC.

Name: UNITED WAY OF CENTRAL ILLINOIS, INC. - EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. (2019) Form 5500
Creator: UNITED WAY OF CENTRAL ILLINOIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC., UNITED WAY OF CENTRAL ILLINOIS, INC.

UNITED WAY OF CENTRAL ILLINOIS, INC.EIN 37-0716060Plan #004PY 2019

1999 WABASH AVE STE 107 - SPRINGFIELD, IL 627045375217-726-7000uwcil.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$619K

+32.5% from 2018

Total participants

0.0% from 2018

Average account balance

$88,377

+32.5% from 2018

Annual return

20.70%

+28.72 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$379K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1753

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2G2T3D

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$238 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.192%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,377

$102,966-14.2%

$90,281-2.1%

$152,861-42.2%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.4%+17.6pp

Annual return

20.70%

95.16%-74.5pp

78.10%-57.4pp

345.32%-324.6pp

Employer contribution / active EE

$6,849

$3,139+118.2%

$2,854+140.0%

$4,762+43.8%

Participant deferral / active EE

$4,410

$4,281+3.0%

$3,885+13.5%

$5,850-24.6%

Admin fee / account holder

$170

$6,171-97.2%

$5,351-96.8%

$11,596-98.5%

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, 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