Retirement plan

LEADERSHIP GREATER WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: LEADERSHIP GREATER WASHINGTON - LEADERSHIP GREATER WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN (2020) Form 5500
Creator: LEADERSHIP GREATER WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEADERSHIP GREATER WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN, LEADERSHIP GREATER WASHINGTON

LEADERSHIP GREATER WASHINGTONEIN 52-1552960Plan #001PY 2020

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)

$557K

+23.4% from 2019

Total participants

+9.1% from 2019

Average account balance

$50,628

+12.1% from 2019

Annual return

9.45%

+3.81 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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 codes2F2G2L2M2T3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$250

$42 / participant

Other / not subdivided$250100.0%

% of EOY assets

0.045%

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

$50,628

$100,895-49.8%

$90,430-44.0%

$158,950-68.1%

Participation rate

83.3%

75.0%+8.3pp

72.7%+10.6pp

82.0%+1.4pp

Annual return

9.45%

1725.54%-1716.1pp

1293.73%-1284.3pp

302.91%-293.5pp

Employer contribution / active EE

$3,430

$3,689-7.0%

$3,262+5.2%

$4,762-28.0%

Participant deferral / active EE

$7,035

$4,347+61.8%

$3,963+77.5%

$5,983+17.6%

Admin fee / account holder

$23

$6,505-99.7%

$5,613-99.6%

$11,248-99.8%

LEADERSHIP GREATER WASHINGTON RETIREMENT & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEADERSHIP GREATER 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