Retirement plan

403(B) THRIFT PLAN OF OLD HICKORY COUNCIL, INC. BOY SCOUTS OF AMERICA

Name: OLD HICKORY COUNCIL, INC. BOY SCOUT S OF AMERICA - 403(B) THRIFT PLAN OF OLD HICKORY COUNCIL, INC. BOY SCOUTS OF AMERICA (2016) Form 5500
Creator: OLD HICKORY COUNCIL, INC. BOY SCOUT S OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF OLD HICKORY COUNCIL, INC. BOY SCOUTS OF AMERICA, OLD HICKORY COUNCIL, INC. BOY SCOUT S OF AMERICA

OLD HICKORY COUNCIL, INC. BOY SCOUT S OF AMERICAEIN 56-0529985Plan #001PY 2016

6600 SILAS CREEK PKWY - WINSTON-SALEM, NC 27106336-760-2900LinkedIn1-10 employeesbusiness supplies and equipment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+0.4% from 2015

Total participants

0.0% from 2015

Average account balance

$68,845

+0.4% from 2015

Annual return

10.65%

+11.47 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

550.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+10.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20273

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 codes2L2G2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$223K

$13964 / participant

Other / not subdivided$223K100.0%

% of EOY assets

15.454%

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

$68,845

$90,486-23.9%

$78,676-12.5%

$273,972-74.9%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

10.65%

75.62%-65.0pp

62.19%-51.5pp

41.46%-30.8pp

Employer contribution / active EE

$1,338

$3,175-57.9%

$2,850-53.1%

$4,869-72.5%

Participant deferral / active EE

$3,434

$3,901-12.0%

$3,517-2.4%

$5,287-35.1%

Admin fee / account holder

$10,639

$5,263+102.1%

$4,510+135.9%

$10,133+5.0%

403(B) THRIFT PLAN OF OLD HICKORY COUNCIL, INC. BOY SCOUTS OF AMERICA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF OLD HICKORY COUNCIL, INC. BOY SCOUTS OF AMERICA

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