Retirement plan

GOVERNORS HIGHWAY SAFETY ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

Name: GOVERNORS HIGHWAY SAFETY ASSOCIATION GHSA - GOVERNORS HIGHWAY SAFETY ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN (2017) Form 5500
Creator: GOVERNORS HIGHWAY SAFETY ASSOCIATION GHSA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOVERNORS HIGHWAY SAFETY ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN, GOVERNORS HIGHWAY SAFETY ASSOCIATION GHSA

GOVERNORS HIGHWAY SAFETY ASSOCIATION GHSAEIN 52-1021004Plan #001PY 2017

444 NORTH CAPITOL ST NW, STE 722 - WASHINGTON, DC 200011534202-789-0942ghsa.orgLinkedIn1-10 employeespublic policy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+23.5% from 2016

Total participants

+12.5% from 2016

Average account balance

$134,856

+9.8% from 2016

Annual return

15.58%

+5.52 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.27M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+10.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20564

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 codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

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

$200

$33 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.016%

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

$134,856

$99,009+36.2%

$86,581+55.8%

$147,585-8.6%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

15.58%

1312.70%-1297.1pp

965.06%-949.5pp

578.58%-563.0pp

Employer contribution / active EE

$7,706

$3,132+146.0%

$2,840+171.4%

$4,876+58.0%

Participant deferral / active EE

$5,284

$3,972+33.0%

$3,609+46.4%

$5,439-2.9%

Admin fee / account holder

$22

$5,709-99.6%

$4,904-99.5%

$10,886-99.8%

GOVERNORS HIGHWAY SAFETY ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOVERNORS HIGHWAY SAFETY ASSOCIATION EMPLOYEES SAVINGS AND RETIREMENT 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