Retirement plan

403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF DELAWARE, INC.

Name: PLANNED PARENTHOOD OF DELAWARE, INC . - 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF DELAWARE, INC. (2016) Form 5500
Creator: PLANNED PARENTHOOD OF DELAWARE, INC .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF DELAWARE, INC., PLANNED PARENTHOOD OF DELAWARE, INC .

PLANNED PARENTHOOD OF DELAWARE, INC .EIN 51-0066725Plan #003PY 2016

625 N SHIPLEY ST - WILMINGTON, DE 19801302-655-7296LinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$974K

+5.4% from 2015

Total participants

-4.5% from 2015

Average account balance

$12,644

+8.1% from 2015

Annual return

8.11%

+4.37 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

114.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6524

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 codes2L2G2F2S2T

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.
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.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$122K

$3199 / participant

Other / not subdivided$122K100.0%

% of EOY assets

12.484%

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

$12,644

$77,638-83.7%

$156,551-91.9%

$62,881-79.9%

Participation rate

78.9%

71.2%+7.7pp

84.0%-5.1pp

69.3%+9.6pp

Annual return

8.11%

50.33%-42.2pp

32.23%-24.1pp

20.14%-12.0pp

Employer contribution / active EE

$400

$3,444-88.4%

$5,501-92.7%

$2,281-82.5%

Participant deferral / active EE

$2,115

$3,046-30.6%

$4,871-56.6%

$3,203-34.0%

Admin fee / account holder

$1,579

$5,561-71.6%

$13,028-87.9%

$4,296-63.3%

403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF DELAWARE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF DELAWARE, INC.

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