Retirement plan

EMPLOYEE BENEFIT PLAN OF THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES

Name: THE LEAGUE OF WOMEN VOTERS OF THE U NITED STATES - EMPLOYEE BENEFIT PLAN OF THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES (2017) Form 5500
Creator: THE LEAGUE OF WOMEN VOTERS OF THE U NITED STATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES, THE LEAGUE OF WOMEN VOTERS OF THE U NITED STATES

THE LEAGUE OF WOMEN VOTERS OF THE U NITED STATESEIN 53-0115655Plan #002PY 2017

1730 M ST NW - WASHINGTON, DC 200364505202-429-1965LinkedIn11-50 employeesinternet

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

-0.4% from 2016

Total participants

+4.2% from 2016

Average account balance

$88,973

-0.4% from 2016

Annual return

15.98%

+5.61 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

$10.27M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

165.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$849K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9838

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 codes2F2T3D

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).
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

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

$851K

$50049 / participant

Other / not subdivided$851K100.0%

% of EOY assets

20.789%

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

$88,973

$99,011-10.1%

$86,582+2.8%

$147,586-39.7%

Participation rate

76.5%

76.3%+0.1pp

73.5%+2.9pp

82.8%-6.4pp

Annual return

15.98%

1312.75%-1296.8pp

965.08%-949.1pp

578.59%-562.6pp

Employer contribution / active EE

$5,930

$3,132+89.3%

$2,839+108.8%

$4,876+21.6%

Participant deferral / active EE

$4,615

$3,972+16.2%

$3,609+27.9%

$5,439-15.1%

Admin fee / account holder

$18,497

$5,709+224.0%

$4,904+277.2%

$10,886+69.9%

EMPLOYEE BENEFIT PLAN OF THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES

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