Retirement plan

403(B) THRIFT PLAN OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC.

Name: GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC. - 403(B) THRIFT PLAN OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC. (2020) Form 5500
Creator: GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC., GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC.

GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC.EIN 39-0806331Plan #003PY 2020

131 W WILSON ST FL 4 - MADISON, WI 537033243608-276-8500

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

-16.2% from 2019

Total participants

+4.8% from 2019

Average account balance

$24,419

-20.1% from 2019

Annual return

12.32%

-6.03 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$344

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 codes2F2G

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.

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

$429K

$21436 / participant

Other / not subdivided$429K100.0%

% of EOY assets

40.829%

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

$24,419

$100,938-75.8%

$90,461-73.0%

$158,982-84.6%

Participation rate

95.0%

75.0%+20.0pp

72.7%+22.3pp

82.0%+13.0pp

Annual return

12.32%

1727.20%-1714.9pp

1294.76%-1282.4pp

302.99%-290.7pp

Employer contribution / active EE

$797

$3,691-78.4%

$3,264-75.6%

$4,763-83.3%

Participant deferral / active EE

$2,732

$4,350-37.2%

$3,964-31.1%

$5,983-54.3%

Admin fee / account holder

$9,970

$6,510+53.2%

$5,617+77.5%

$11,252-11.4%

403(B) THRIFT PLAN OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, 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