Retirement plan

EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION

Name: WOMEN S CHRISTIAN ASSOCIATION - EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION (2019) 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 2019

8100 WORNALL RD - KANSAS CITY, MO 641145806816-363-5141

Other plans on this EIN

2 filings

#001Retirement-$383K assets #004Retirement-$331K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+18.2% from 2018

Total participants

-1.5% from 2018

Average account balance

$19,472

+25.9% from 2018

Annual return

15.24%

+18.66 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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 codes2F2G2T3D

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.
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

$48K

$1486 / participant

Other / not subdivided$48K100.0%

% of EOY assets

3.938%

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

$19,472

$85,171-77.1%

$172,753-88.7%

$72,976-73.3%

Participation rate

90.6%

70.1%+20.6pp

82.6%+8.0pp

69.5%+21.1pp

Annual return

15.24%

27.32%-12.1pp

803.00%-787.8pp

81.02%-65.8pp

Employer contribution / active EE

$1,170

$3,324-64.8%

$5,144-77.3%

$2,440-52.0%

Participant deferral / active EE

$1,247

$3,260-61.7%

$5,198-76.0%

$3,608-65.4%

Admin fee / account holder

$767

$5,880-87.0%

$13,956-94.5%

$5,124-85.0%

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