Retirement plan

EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION

Name: WOMEN'S CHRISTIAN ASSOCIATION - EMPLOYEE BENEFIT PLAN OF WOMEN S CHRISTIAN ASSOCIATION (2022) 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 2022

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

Other plans on this EIN

2 filings

#001Retirement-$495K assets #004Retirement-$429K assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

-17.0% from 2021

Total participants

0.0% from 2021

Average account balance

$21,528

-15.5% from 2021

Annual return

-11.98%

-22.30 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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 codes2G3D2F2T

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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$141K

$6694 / participant

Other / not subdivided$141K100.0%

% of EOY assets

11.456%

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

$21,528

$167,353-87.1%

$143,797-85.0%

$134,545-84.0%

Participation rate

95.2%

84.8%+10.4pp

80.3%+14.9pp

81.2%+14.0pp

Annual return

-11.98%

0.48%-12.5pp

-0.04%-11.9pp

418.37%-430.3pp

Employer contribution / active EE

$1,341

$5,620-76.1%

$4,952-72.9%

$4,742-71.7%

Participant deferral / active EE

$1,827

$6,447-71.7%

$5,638-67.6%

$6,401-71.5%

Admin fee / account holder

$2,466

$18,096-86.4%

$14,679-83.2%

$11,431-78.4%

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