Retirement plan

EMPLOYEE BENEFIT PLAN OF GEORGIA MOUNTAIN WOMEN S CENTER INC

Name: GEORGIA MOUNTAIN WOMEN S CENTER IN C - EMPLOYEE BENEFIT PLAN OF GEORGIA MOUNTAIN WOMEN S CENTER INC (2017) Form 5500
Creator: GEORGIA MOUNTAIN WOMEN S CENTER IN C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GEORGIA MOUNTAIN WOMEN S CENTER INC, GEORGIA MOUNTAIN WOMEN S CENTER IN C

GEORGIA MOUNTAIN WOMEN S CENTER IN CEIN 58-1766060Plan #002PY 2017

PO BOX 833 - CORNELIA, GA 305310833706-776-3406gamtn.comLinkedIn51-200 employeesbuilding materials

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$234K

+29.7% from 2016

Total participants

0.0% from 2016

Average account balance

$21,247

+29.7% from 2016

Annual return

16.61%

+9.74 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$771K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

153.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 codes2F2T2E2G

Plan features

2E
Profit-sharing
Profit-sharing 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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$538 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.380%

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

$21,247

$198,457-89.3%

$170,435-87.5%

$147,586-85.6%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

16.61%

257.30%-240.7pp

205.94%-189.3pp

578.59%-562.0pp

Employer contribution / active EE

$1,964

$6,183-68.2%

$5,432-63.8%

$4,876-59.7%

Participant deferral / active EE

$2,480

$5,629-55.9%

$4,939-49.8%

$5,439-54.4%

Admin fee / account holder

$293

$16,852-98.3%

$13,881-97.9%

$10,886-97.3%

EMPLOYEE BENEFIT PLAN OF GEORGIA MOUNTAIN WOMEN S CENTER INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GEORGIA MOUNTAIN WOMEN S CENTER 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