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. (2020) 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 2020

625 N SHIPLEY ST - WILMINGTON, DE 198012228302-655-7296LinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+22.1% from 2019

Total participants

-16.8% from 2019

Average account balance

$20,865

+25.3% from 2019

Annual return

15.49%

-5.72 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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 codes2F2G2L

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.

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

$24K

$863 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.504%

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

$20,865

$91,198-77.1%

$178,503-88.3%

$79,856-73.9%

Participation rate

92.9%

69.2%+23.6pp

81.9%+10.9pp

69.6%+23.2pp

Annual return

15.49%

24.20%-8.7pp

151.12%-135.6pp

31.71%-16.2pp

Employer contribution / active EE

$768

$3,257-76.4%

$5,011-84.7%

$2,471-68.9%

Participant deferral / active EE

$3,193

$3,237-1.3%

$5,202-38.6%

$3,741-14.6%

Admin fee / account holder

$314

$6,748-95.3%

$13,987-97.8%

$5,306-94.1%

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