Retirement plan

EMPLOYEE BENEFIT PLAN OF GREENVILLE LITERACY ASSOCIATION INC

Name: GREENVILLE LITERACY ASSOCIATION IN C - EMPLOYEE BENEFIT PLAN OF GREENVILLE LITERACY ASSOCIATION INC (2017) Form 5500
Creator: GREENVILLE LITERACY ASSOCIATION IN C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GREENVILLE LITERACY ASSOCIATION INC, GREENVILLE LITERACY ASSOCIATION IN C

GREENVILLE LITERACY ASSOCIATION IN CEIN 57-0521414Plan #003PY 2017

225 S PLEASANTBURG DR STE C10 - GREENVILLE, SC 296072533864-467-3456greenvilleliteracy.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$392K

+12.8% from 2016

Total participants

0.0% from 2016

Average account balance

$19,590

+12.8% from 2016

Annual return

14.46%

+5.33 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

$457K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1118

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 codes2E2J2G

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

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

$34K

$3445 / participant

Other / not subdivided$34K100.0%

% of EOY assets

8.791%

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

$19,590

$99,011-80.2%

$86,582-77.4%

$147,586-86.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

14.46%

1312.75%-1298.3pp

965.08%-950.6pp

578.59%-564.1pp

Employer contribution / active EE

$1,296

$3,132-58.6%

$2,839-54.4%

$4,876-73.4%

Participant deferral / active EE

$1,536

$3,972-61.3%

$3,609-57.4%

$5,439-71.8%

Admin fee / account holder

$1,722

$5,709-69.8%

$4,904-64.9%

$10,886-84.2%

EMPLOYEE BENEFIT PLAN OF GREENVILLE LITERACY ASSOCIATION INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GREENVILLE LITERACY ASSOCIATION INC

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