Retirement plan

LEADERSHIP WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: LEADERSHIP WASHINGTON, INC. - LEADERSHIP WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN (2017) Form 5500
Creator: LEADERSHIP WASHINGTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEADERSHIP WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN, LEADERSHIP WASHINGTON, INC.

LEADERSHIP WASHINGTON, INC.EIN 52-1552960Plan #001PY 2017

1602 L STREET NW, SUITE 950 - WASHINGTON, DC 200365616202-465-3200lgwdc.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$303K

+64.1% from 2016

Total participants

+12.5% from 2016

Average account balance

$37,864

+43.6% from 2016

Annual return

21.10%

+34.06 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

$889K

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$175

$35 / participant

Other / not subdivided$175100.0%

% of EOY assets

0.058%

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

$37,864

$99,011-61.8%

$86,582-56.3%

$147,586-74.3%

Participation rate

80.0%

76.3%+3.7pp

73.5%+6.5pp

82.8%-2.8pp

Annual return

21.10%

1312.75%-1291.7pp

965.08%-944.0pp

578.59%-557.5pp

Employer contribution / active EE

$4,497

$3,132+43.6%

$2,839+58.4%

$4,876-7.8%

Participant deferral / active EE

$11,378

$3,972+186.4%

$3,609+215.3%

$5,439+109.2%

Admin fee / account holder

$22

$5,709-99.6%

$4,904-99.6%

$10,886-99.8%

LEADERSHIP WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEADERSHIP WASHINGTON RETIREMENT & EMPLOYEE SAVINGS 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