Retirement plan

GEORGE WASHINGTON MASONIC RESTATED PENSION 403(B) PLAN

Name: THE GEORGE WASHINGTON MASONIC MEMORIAL ASSOCIATION - GEORGE WASHINGTON MASONIC RESTATED PENSION 403(B) PLAN (2018) Form 5500
Creator: THE GEORGE WASHINGTON MASONIC MEMORIAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEORGE WASHINGTON MASONIC RESTATED PENSION 403(B) PLAN, THE GEORGE WASHINGTON MASONIC MEMORIAL ASSOCIATION

THE GEORGE WASHINGTON MASONIC MEMORIAL ASSOCIATIONEIN 54-0545202Plan #002PY 2018

101 CALLAHAN DR. - ALEXANDRIA, VA 223012751703-683-2007gwmemorial.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

-2.3% from 2017

Total participants

+162.5% from 2017

Average account balance

$134,863

-2.3% from 2017

Annual return

-8.72%

-26.58 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$922K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38935

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 codes2K2L2M

Plan features

2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$2K

$92 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.163%

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

$134,863

$90,607+48.8%

$79,467+69.7%

$135,380-0.4%

Participation rate

31.6%

76.0%-44.5pp

73.3%-41.8pp

82.6%-51.1pp

Annual return

-8.72%

977.74%-986.5pp

718.30%-727.0pp

519.81%-528.5pp

Employer contribution / active EE

$1,337

$3,068-56.4%

$2,800-52.2%

$4,779-72.0%

Participant deferral / active EE

$2,411

$4,050-40.5%

$3,704-34.9%

$5,609-57.0%

Admin fee / account holder

$220

$5,895-96.3%

$5,104-95.7%

$10,828-98.0%

GEORGE WASHINGTON MASONIC RESTATED PENSION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEORGE WASHINGTON MASONIC RESTATED PENSION 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