Retirement plan

TAX DEFERRED ANNUITY PLAN OF GIRLS INCORPORATED OF ST. LOUIS

Name: GIRLS INCORPORATED OF ST. LOUIS - TAX DEFERRED ANNUITY PLAN OF GIRLS INCORPORATED OF ST. LOUIS (2015) Form 5500
Creator: GIRLS INCORPORATED OF ST. LOUIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF GIRLS INCORPORATED OF ST. LOUIS, GIRLS INCORPORATED OF ST. LOUIS

GIRLS INCORPORATED OF ST. LOUISEIN 43-1321294Plan #002PY 2015

3801 NELSON DR - SAINT LOUIS, MO 63121314-385-8088girlsincstl.orgLinkedIn11-50 employeescivic & social organization

Other plans on this EIN

1 filing

#001Retirement-$198K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$187K

No prior year

Total participants

No prior year

Average account balance

$37,432

No prior year

Annual return

2.83%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$90K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20016

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$4K

$1280 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.052%

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

$37,432

$84,697-55.8%

$73,845-49.3%

$125,393-70.1%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

2.83%

3123.66%-3120.8pp

2267.91%-2265.1pp

282.23%-279.4pp

Employer contribution / active EE

$3,123-100.0%

$2,788-100.0%

$4,866-100.0%

Participant deferral / active EE

$1,217

$3,993-69.5%

$3,583-66.0%

$5,351-77.3%

Admin fee / account holder

$768

$5,692-86.5%

$4,881-84.3%

$9,541-92.0%

TAX DEFERRED ANNUITY PLAN OF GIRLS INCORPORATED OF ST. LOUIS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF GIRLS INCORPORATED OF ST. LOUIS

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