Retirement plan

403(B) THRIFT PLAN OF SOUTH GEORGIA COUNCIL OF THE BOY SCOUTS OF AMERICA, INC.

Name: SOUTH GEORGIA COUNCIL OF THE BOY SC OUTS OF AMERICA, INC. - 403(B) THRIFT PLAN OF SOUTH GEORGIA COUNCIL OF THE BOY SCOUTS OF AMERICA, INC. (2016) Form 5500
Creator: SOUTH GEORGIA COUNCIL OF THE BOY SC OUTS OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF SOUTH GEORGIA COUNCIL OF THE BOY SCOUTS OF AMERICA, INC., SOUTH GEORGIA COUNCIL OF THE BOY SC OUTS OF AMERICA, INC.

SOUTH GEORGIA COUNCIL OF THE BOY SC OUTS OF AMERICA, INC.EIN 58-0825827Plan #001PY 2016

PO BOX 1006 - VALDOSTA, GA 31603229-242-2331

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$129K

No prior year

Total participants

No prior year

Average account balance

$25,854

No prior year

Annual return

9.36%

No prior year

Benchmarks

See 30,921 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,921 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$386

Not enough data

1 years with asset history on file

Average account balance

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

$386

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.

Not enough data

0 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

+11.88%

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.

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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 codes2L2T3H

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$25,854

$90,503-71.4%

$78,689-67.1%

$273,961-90.6%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

9.36%

75.60%-66.2pp

62.18%-52.8pp

41.45%-32.1pp

Employer contribution / active EE

$3,176-100.0%

$2,851-100.0%

$4,869-100.0%

Participant deferral / active EE

$1,727

$3,901-55.7%

$3,517-50.9%

$5,287-67.3%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,132-100.0%

403(B) THRIFT PLAN OF SOUTH GEORGIA COUNCIL OF THE BOY SCOUTS OF AMERICA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

403(B) THRIFT PLAN OF SOUTH GEORGIA COUNCIL OF THE BOY SCOUTS OF AMERICA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion