Retirement plan

BOYS & GIRLS CLUBS OF THE LOW COUNTRY PENSION PLAN

Name: BOYS & GIRLS CLUBS OF THE LOW COUNTRY - BOYS & GIRLS CLUBS OF THE LOW COUNTRY PENSION PLAN (2015) Form 5500
Creator: BOYS & GIRLS CLUBS OF THE LOW COUNTRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYS & GIRLS CLUBS OF THE LOW COUNTRY PENSION PLAN, BOYS & GIRLS CLUBS OF THE LOW COUNTRY

BOYS & GIRLS CLUBS OF THE LOW COUNTRYEIN 57-0811876Plan #001PY 2015

P.O. BOX 21909 - HILTON HEAD ISLAND, SC 29925843-575-5430LinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$660K

No prior year

Total participants

No prior year

Average account balance

$12,454

No prior year

Annual return

24.06%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$763K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

110.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2775

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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

$67K

$3049 / participant

Other / not subdivided$67K100.0%

% of EOY assets

10.164%

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

$12,454

$84,685-85.3%

$73,836-83.1%

$125,389-90.1%

Participation rate

95.5%

76.8%+18.7pp

73.4%+22.0pp

83.2%+12.3pp

Annual return

24.06%

3123.80%-3099.7pp

2268.06%-2244.0pp

282.24%-258.2pp

Employer contribution / active EE

$1,450

$3,123-53.6%

$2,787-48.0%

$4,866-70.2%

Participant deferral / active EE

$3,993-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$1,266

$5,694-77.8%

$4,882-74.1%

$9,541-86.7%

BOYS & GIRLS CLUBS OF THE LOW COUNTRY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYS & GIRLS CLUBS OF THE LOW COUNTRY PENSION 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