Retirement plan

DELAWARE BREAST CANCER COALITION, INC. 403(B) PLAN

Name: DELAWARE BREAST CANCER COALITION, INC. - DELAWARE BREAST CANCER COALITION, INC. 403(B) PLAN (2021) Form 5500
Creator: DELAWARE BREAST CANCER COALITION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELAWARE BREAST CANCER COALITION, INC. 403(B) PLAN, DELAWARE BREAST CANCER COALITION, INC.

DELAWARE BREAST CANCER COALITION, INC.EIN 52-2045298Plan #001PY 2021

100 W 10TH ST STE 209 - WILMINGTON, DE 198011641302-778-1102debreastcancer.orgLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$670K

-2.1% from 2020

Total participants

+8.7% from 2020

Average account balance

$51,511

-2.1% from 2020

Annual return

11.25%

-5.73 pp from 2020

Benchmarks

See 37,642 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,642 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$588K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

41.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.69%

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

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 codes2F2G2L2M2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$158K

$7188 / participant

Other / not subdivided$158K100.0%

% of EOY assets

23.615%

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

$51,511

$109,863-53.1%

$98,477-47.7%

$167,518-69.3%

Participation rate

45.5%

75.8%-30.4pp

73.3%-27.9pp

82.1%-36.7pp

Annual return

11.25%

1958.09%-1946.8pp

1493.59%-1482.3pp

478.71%-467.5pp

Employer contribution / active EE

$741

$3,225-77.0%

$2,961-75.0%

$4,838-84.7%

Participant deferral / active EE

$2,181

$4,673-53.3%

$4,276-49.0%

$6,342-65.6%

Admin fee / account holder

$12,164

$6,755+80.1%

$5,951+104.4%

$12,312-1.2%

DELAWARE BREAST CANCER COALITION, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELAWARE BREAST CANCER COALITION, INC. 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