Retirement plan

GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN

Name: GLENELG COUNTRY SCHOOL - GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN (2016) Form 5500
Creator: GLENELG COUNTRY SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN, GLENELG COUNTRY SCHOOL

GLENELG COUNTRY SCHOOLEIN 52-0674564Plan #001PY 2016

12793 FOLLY QUARTER ROAD - ELLICOTT CITY, MD 21042410-531-8600glenelg.orgLinkedIn51-200 employeesprimary/secondary education

Other plans on this EIN

1 filing

#002Retirement-$10.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.1M

+4.3% from 2015

Total participants

280

-1.1% from 2015

Average account balance

$25,207

+5.4% from 2015

Annual return

5.48%

+3.62 pp from 2015

Benchmarks

See 1,388 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,388 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.50M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

395

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 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 codes2L2F2G2A2C

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SMITH & HOWARD
Auditor EIN: 581250486
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,207

$52,467-52.0%

$57,196-55.9%

$55,167-54.3%

Participation rate

100.0%

75.8%+24.2pp

75.3%+24.7pp

69.0%+31.0pp

Annual return

5.48%

7.72%-2.2pp

14.59%-9.1pp

169.23%-163.8pp

Employer contribution / active EE

$2,299

$2,477-7.2%

$2,683-14.3%

$1,963+17.1%

Participant deferral / active EE

$2,830-100.0%

$3,096-100.0%

$3,054-100.0%

Admin fee / account holder

$269-100.0%

$3,141-100.0%

$504-100.0%

GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion