Retirement plan

EMPLOYEE BENEFIT PLAN OF BATTERED WOMEN S JUSTICE PROJECT

Name: BATTERED WOMEN S JUSTICE PROJECT - EMPLOYEE BENEFIT PLAN OF BATTERED WOMEN S JUSTICE PROJECT (2020) Form 5500
Creator: BATTERED WOMEN S JUSTICE PROJECT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BATTERED WOMEN S JUSTICE PROJECT, BATTERED WOMEN S JUSTICE PROJECT

BATTERED WOMEN S JUSTICE PROJECTEIN 46-3584341Plan #001PY 2020

1801 NICOLLET AVE SOUTH, STE 102 - MINNEAPOLIS, MN 554033793612-824-8965

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+22.6% from 2019

Total participants

+3.6% from 2019

Average account balance

$89,626

+18.4% from 2019

Annual return

15.37%

-3.62 pp from 2019

Benchmarks

See 102,116 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,116 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.64M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

127.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$535K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+20.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6446

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$40K

$2230 / participant

Other / not subdivided$40K100.0%

% of EOY assets

1.544%

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

$89,626

$209,405-57.2%

$178,486-49.8%

$158,931-43.6%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

15.37%

188.77%-173.4pp

151.08%-135.7pp

302.86%-287.5pp

Employer contribution / active EE

$4,131

$5,707-27.6%

$5,011-17.6%

$4,761-13.2%

Participant deferral / active EE

$6,279

$5,954+5.5%

$5,202+20.7%

$5,982+5.0%

Admin fee / account holder

$1,384

$17,076-91.9%

$13,985-90.1%

$11,247-87.7%

EMPLOYEE BENEFIT PLAN OF BATTERED WOMEN S JUSTICE PROJECT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BATTERED WOMEN S JUSTICE PROJECT

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