Retirement plan

UNITED WAY OF SOUTH HAMPTON ROADS EMPLOYEE THRIFT AND RETIREMENT PLAN

Name: UNITED WAY OF SOUTH HAMPTON ROADS - UNITED WAY OF SOUTH HAMPTON ROADS EMPLOYEE THRIFT AND RETIREMENT PLAN (2018) Form 5500
Creator: UNITED WAY OF SOUTH HAMPTON ROADS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED WAY OF SOUTH HAMPTON ROADS EMPLOYEE THRIFT AND RETIREMENT PLAN, UNITED WAY OF SOUTH HAMPTON ROADS

UNITED WAY OF SOUTH HAMPTON ROADSEIN 54-0506322Plan #002PY 2018

2515 WALMER AVENUE - NORFOLK, VA 23513757-853-8500unitedwayshr.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.3M

-7.9% from 2017

Total participants

+1.4% from 2017

Average account balance

$64,400

-7.9% from 2017

Annual return

-5.16%

-25.09 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.99%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2F2G2M2S2T

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.
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.

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

$507K

$14077 / participant

Other / not subdivided$507K100.0%

% of EOY assets

11.745%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,400

$49,177+31.0%

$79,464-19.0%

$64,186+0.3%

Participation rate

86.1%

65.0%+21.1pp

73.3%+12.8pp

69.6%+16.5pp

Annual return

-5.16%

-1.16%-4.0pp

718.14%-723.3pp

7.63%-12.8pp

Employer contribution / active EE

$4,581

$2,076+120.6%

$2,800+63.6%

$2,381+92.4%

Participant deferral / active EE

$4,715

$2,821+67.1%

$3,704+27.3%

$3,470+35.9%

Admin fee / account holder

$7,564

$3,839+97.0%

$5,113+47.9%

$4,888+54.7%

UNITED WAY OF SOUTH HAMPTON ROADS EMPLOYEE THRIFT AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED WAY OF SOUTH HAMPTON ROADS EMPLOYEE THRIFT AND RETIREMENT 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