Retirement plan

403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS

Name: UNITED WAY OF THE PLAINS - 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS (2016) Form 5500
Creator: UNITED WAY OF THE PLAINS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS, UNITED WAY OF THE PLAINS

UNITED WAY OF THE PLAINSEIN 48-0547688Plan #003PY 2016

245 N WATER ST - WICHITA, KS 67202316-267-1321unitedwayplains.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#004Retirement-$2.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.3M

+14.3% from 2015

Total participants

-1.9% from 2015

Average account balance

$83,067

+16.5% from 2015

Annual return

9.99%

+9.93 pp from 2015

Benchmarks

See 7,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,816 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.03M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

171.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$529K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13268

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 codes2L2F2G2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

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

$99K

$2989 / participant

Other / not subdivided$99K100.0%

% of EOY assets

2.283%

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

$83,067

$48,076+72.8%

$78,693+5.6%

$62,891+32.1%

Participation rate

100.0%

65.2%+34.8pp

73.6%+26.4pp

69.3%+30.7pp

Annual return

9.99%

31.35%-21.4pp

62.18%-52.2pp

20.14%-10.2pp

Employer contribution / active EE

$2,908

$2,015+44.3%

$2,850+2.0%

$2,281+27.5%

Participant deferral / active EE

$5,030

$2,588+94.4%

$3,517+43.0%

$3,203+57.0%

Admin fee / account holder

$1,897

$3,207-40.9%

$4,511-57.9%

$4,296-55.8%

403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS

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