Retirement plan

EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION

Name: WOMEN S CHRISTIAN ASSOCIATION - EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION (2017) Form 5500
Creator: WOMEN S CHRISTIAN ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION, WOMEN S CHRISTIAN ASSOCIATION

WOMEN S CHRISTIAN ASSOCIATIONEIN 44-0552023Plan #003PY 2017

8100 WORNALL RD - KANSAS CITY, MO 64114816-363-5141

Other plans on this EIN

2 filings

#004Retirement-$281K assets #001Retirement--

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+7.8% from 2016

Total participants

-1.5% from 2016

Average account balance

$17,502

+6.2% from 2016

Annual return

8.54%

+4.01 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

188.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3564

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 codes2F2T3D

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).
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$102K

$2493 / participant

Other / not subdivided$102K100.0%

% of EOY assets

8.718%

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

$17,502

$84,236-79.2%

$170,435-89.7%

$70,126-75.0%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

8.54%

23.06%-14.5pp

205.94%-197.4pp

73.15%-64.6pp

Employer contribution / active EE

$1,437

$3,387-57.6%

$5,432-73.6%

$2,343-38.7%

Participant deferral / active EE

$847

$3,086-72.5%

$4,939-82.8%

$3,332-74.6%

Admin fee / account holder

$1,526

$5,698-73.2%

$13,881-89.0%

$4,645-67.2%

EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION

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