Retirement plan

403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS, INC.

Name: GIRL SCOUTS OF MINNESOTA AND W - 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS, INC. (2024) Form 5500
Creator: GIRL SCOUTS OF MINNESOTA AND W
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS, INC., GIRL SCOUTS OF MINNESOTA AND W

GIRL SCOUTS OF MINNESOTA AND WEIN 41-0693910Plan #004PY 2024

400 ROBERT ST S - SAINT PAUL, MN 551072214763-535-4602

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.5M

+17.2% from 2023

Total participants

247

-5.7% from 2023

Average account balance

$47,280

+24.0% from 2023

Annual return

16.28%

+1.05 pp from 2023

Benchmarks

See 2,053 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,053 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.54M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

223

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.

79.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$776K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP6 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,540

Plan features & details

Pension benefit codes2G2F2K2L3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

$10 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,280

$60,454-21.8%

$81,844-42.2%

$74,459-36.5%

Participation rate

79.7%

63.0%+16.7pp

72.4%+7.3pp

67.2%+12.4pp

Annual return

16.28%

16.87%-0.6pp

778.87%-762.6pp

1369.70%-1353.4pp

Employer contribution / active EE

$1,767

$2,630-32.8%

$2,916-39.4%

$2,626-32.7%

Participant deferral / active EE

$4,808

$3,398+41.5%

$4,323+11.2%

$4,350+10.5%

Admin fee / account holder

$1,490-99.6%

$7,355-99.9%

$1,945-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP6 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,540

403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS, 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