Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BATTERED WOMEN'S JUSTICE PROJECT

Name: BATTERED WOMEN'S JUSTICE PROJE - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BATTERED WOMEN'S JUSTICE PROJECT (2023) Form 5500
Creator: BATTERED WOMEN'S JUSTICE PROJE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BATTERED WOMEN'S JUSTICE PROJECT, BATTERED WOMEN'S JUSTICE PROJE

BATTERED WOMEN'S JUSTICE PROJEEIN 46-3584341Plan #001PY 2023

540 FAIRVIEW AVE N SUITE 208 - ST. PAUL, MN 551040000612-824-8965

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+20.3% from 2022

Total participants

+26.5% from 2022

Average account balance

$69,308

-3.2% from 2022

Annual return

25.27%

+44.59 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.74M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$419K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$741

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

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

$437K

$15062 / participant

Other / not subdivided$437K100.0%

% of EOY assets

15.372%

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

$69,308

$77,920-11.1%

$149,723-53.7%

$75,177-7.8%

Participation rate

93.1%

65.6%+27.5pp

78.8%+14.3pp

67.2%+25.9pp

Annual return

25.27%

31.72%-6.5pp

134.50%-109.2pp

160.75%-135.5pp

Employer contribution / active EE

$5,050

$3,138+60.9%

$4,821+4.7%

$2,671+89.1%

Participant deferral / active EE

$5,968

$3,411+74.9%

$5,682+5.0%

$4,126+44.6%

Admin fee / account holder

$10,654

$5,951+79.0%

$13,215-19.4%

$5,651+88.5%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BATTERED WOMEN'S JUSTICE PROJECT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES 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