Retirement plan

BRANDYWINE RED CLAY ALLIANCE 403(B) DC PLAN

Name: BRANDYWINE RED CLAY ALLIANCE - BRANDYWINE RED CLAY ALLIANCE 403(B) DC PLAN (2018) Form 5500
Creator: BRANDYWINE RED CLAY ALLIANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANDYWINE RED CLAY ALLIANCE 403(B) DC PLAN, BRANDYWINE RED CLAY ALLIANCE

BRANDYWINE RED CLAY ALLIANCEEIN 51-0058593Plan #001PY 2018

1760 UNIONVILLE-WAWASET ROAD - WEST CHESTER, PA 19382610-793-1090brandywineredclay.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$690K

-37.5% from 2017

Total participants

-62.2% from 2017

Average account balance

$45,990

-45.8% from 2017

Annual return

-0.80%

-18.77 pp from 2017

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1710

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 codes2F2G2L2T

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

$453K

$56677 / participant

Other / not subdivided$453K100.0%

% of EOY assets

65.727%

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

$45,990

$69,518-33.8%

$59,887-23.2%

$135,379-66.0%

Participation rate

75.0%

77.8%-2.8pp

74.7%+0.3pp

82.6%-7.6pp

Annual return

-0.80%

7.95%-8.8pp

3.46%-4.3pp

519.79%-520.6pp

Employer contribution / active EE

$2,595

$3,235-19.8%

$2,722-4.7%

$4,779-45.7%

Participant deferral / active EE

$3,512

$4,204-16.5%

$3,402+3.2%

$5,609-37.4%

Admin fee / account holder

$30,228

$5,734+427.1%

$3,591+741.7%

$10,828+179.2%

BRANDYWINE RED CLAY ALLIANCE 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANDYWINE RED CLAY ALLIANCE 403(B) DC 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