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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$238K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$202K

+3.1% from 2016

Total participants

-33.3% from 2016

Average account balance

$50,494

+28.9% from 2016

Annual return

2.84%

-0.10 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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 codes2G2L

Plan features

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

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$1030 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.020%

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

$50,494

$99,009-49.0%

$86,581-41.7%

$147,585-65.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

2.84%

1312.70%-1309.9pp

965.06%-962.2pp

578.58%-575.7pp

Employer contribution / active EE

$3,132-100.0%

$2,840-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,250

$3,972-68.5%

$3,609-65.4%

$5,439-77.0%

Admin fee / account holder

$515

$5,709-91.0%

$4,904-89.5%

$10,886-95.3%

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