Retirement plan

STRATEGIC CAPACITY GROUP 403B PLAN

Name: STRATEGIC CAPACITY GROUP, INC. - STRATEGIC CAPACITY GROUP 403B PLAN (2024) Form 5500
Creator: STRATEGIC CAPACITY GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRATEGIC CAPACITY GROUP 403B PLAN, STRATEGIC CAPACITY GROUP, INC.

STRATEGIC CAPACITY GROUP, INC.EIN 46-3936857Plan #001PY 2024

8200 GREENSBORO DR, SUITE 1400 - MCLEAN, VA 22102571-326-6883strategiccapacity.orgLinkedIn11-50 employeesinternational affairs

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+6.0% from 2023

Total participants

+11.0% from 2023

Average account balance

$19,749

-4.5% from 2023

Annual return

12.48%

-7.43 pp from 2023

Benchmarks

See 4,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,475 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

213.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$290K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4994

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 codes2S2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$404K

$10644 / participant

Other / not subdivided$404K100.0%

% of EOY assets

25.285%

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

$19,749

$48,314-59.1%

$67,561-70.8%

$80,925-75.6%

Participation rate

100.0%

66.4%+33.6pp

72.9%+27.1pp

67.7%+32.3pp

Annual return

12.48%

18.28%-5.8pp

3525.44%-3513.0pp

35.65%-23.2pp

Employer contribution / active EE

$2,416

$2,022+19.5%

$2,735-11.6%

$2,756-12.3%

Participant deferral / active EE

$5,203

$2,927+77.8%

$4,003+30.0%

$4,299+21.0%

Admin fee / account holder

$4,994

$3,690+35.3%

$4,006+24.7%

$6,940-28.0%

STRATEGIC CAPACITY GROUP 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRATEGIC CAPACITY GROUP 403B PLAN

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