Retirement plan

403 B THRIFT PLAN OF BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA

Name: BALTIMORE AREA COUNCIL BOY SCOUTS O F AMERICA - 403 B THRIFT PLAN OF BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA (2017) Form 5500
Creator: BALTIMORE AREA COUNCIL BOY SCOUTS O F AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA, BALTIMORE AREA COUNCIL BOY SCOUTS O F AMERICA

BALTIMORE AREA COUNCIL BOY SCOUTS O F AMERICAEIN 52-0591572Plan #001PY 2017

701 WYMAN PARK DR - BALTIMORE, MD 212112805443-573-2500royalfarmsarena.comLinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+19.9% from 2016

Total participants

+2.2% from 2016

Average account balance

$43,447

+14.8% from 2016

Annual return

14.09%

+5.59 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

387.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10649

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2L2G2E3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$37K

$1601 / participant

Other / not subdivided$37K100.0%

% of EOY assets

1.803%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,447

$99,020-56.1%

$86,590-49.8%

$147,584-70.6%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

14.09%

1312.34%-1298.3pp

964.84%-950.8pp

578.55%-564.5pp

Employer contribution / active EE

$1,698

$3,132-45.8%

$2,839-40.2%

$4,876-65.2%

Participant deferral / active EE

$4,241

$3,972+6.8%

$3,609+17.5%

$5,439-22.0%

Admin fee / account holder

$783

$5,710-86.3%

$4,906-84.0%

$10,885-92.8%

403 B THRIFT PLAN OF BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA

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