Retirement plan

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

Name: GIRL SCOUTS OF WISCONSIN - BAD - 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC. (2023) Form 5500
Creator: GIRL SCOUTS OF WISCONSIN - BAD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC., GIRL SCOUTS OF WISCONSIN - BAD

GIRL SCOUTS OF WISCONSIN - BADEIN 39-0806331Plan #003PY 2023

4801 S BILTMORE LN - MADISON, WI 537182108608-276-8500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+19.0% from 2022

Total participants

-41.3% from 2022

Average account balance

$33,588

+25.4% from 2022

Annual return

16.31%

+32.17 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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 codes2G3D2J2E

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.
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

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

$39K

$3944 / participant

Other / not subdivided$39K100.0%

% of EOY assets

3.173%

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

$33,588

$96,691-65.3%

$86,656-61.2%

$139,487-75.9%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

16.31%

106.87%-90.6pp

593.09%-576.8pp

373.84%-357.5pp

Employer contribution / active EE

$1,345

$3,267-58.8%

$3,025-55.6%

$4,755-71.7%

Participant deferral / active EE

$5,397

$4,838+11.6%

$4,439+21.6%

$6,713-19.6%

Admin fee / account holder

$1,066

$6,414-83.4%

$5,619-81.0%

$11,407-90.7%

403(B) THRIFT PLAN FOR EMPLOYEES 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 FOR EMPLOYEES 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