Retirement plan

EARTHSHARE 403(B)PLAN

Name: EARTHSHARE - EARTHSHARE 403(B)PLAN (2017) Form 5500
Creator: EARTHSHARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARTHSHARE 403(B)PLAN, EARTHSHARE

EARTHSHAREEIN 52-1601960Plan #001PY 2017

7735 OLD GEORGETOWN RD, SUITE 900 - BETHESDA, MD 208146230240-333-0300earthshare.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-33.0% from 2016

Total participants

-17.3% from 2016

Average account balance

$43,219

-20.2% from 2016

Annual return

12.07%

+10.14 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

194.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1772

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

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

$1.4M

$89748 / participant

Other / not subdivided$1M100.0%

% of EOY assets

79.107%

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

$43,219

$99,031-56.4%

$86,597-50.1%

$147,585-70.7%

Participation rate

93.8%

76.3%+17.4pp

73.5%+20.2pp

82.8%+10.9pp

Annual return

12.07%

1312.56%-1300.5pp

964.96%-952.9pp

578.57%-566.5pp

Employer contribution / active EE

$8,909

$3,132+184.4%

$2,840+213.7%

$4,876+82.7%

Participant deferral / active EE

$4,475

$3,972+12.6%

$3,609+24.0%

$5,439-17.7%

Admin fee / account holder

$34,190

$5,711+498.7%

$4,906+596.9%

$10,885+214.1%

EARTHSHARE 403(B)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARTHSHARE 403(B)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