Retirement plan

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, INC.

Name: MAKE-A-WISH FOUNDATION OF GEORGIA, - EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, INC. (2017) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF GEORGIA,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, INC., MAKE-A-WISH FOUNDATION OF GEORGIA,

MAKE-A-WISH FOUNDATION OF GEORGIA,EIN 58-2146828Plan #002PY 2017

1775 THE EXCHANGE SE STE 200 - ATLANTA, GA 30339770-916-9474LinkedIn51-200 employeescivic & social organization

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$566K

+27.5% from 2016

Total participants

+2.0% from 2016

Average account balance

$11,090

+27.5% from 2016

Annual return

31.17%

+24.14 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

169.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

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

+21.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2456

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 codes2F2T3D

Plan features

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).
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$118K

$3459 / participant

Other / not subdivided$118K100.0%

% of EOY assets

20.794%

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

$11,090

$53,128-79.1%

$86,582-87.2%

$70,126-84.2%

Participation rate

97.1%

65.3%+31.8pp

73.5%+23.5pp

69.5%+27.5pp

Annual return

31.17%

27.66%+3.5pp

965.08%-933.9pp

73.15%-42.0pp

Employer contribution / active EE

$563

$2,068-72.8%

$2,839-80.2%

$2,343-76.0%

Participant deferral / active EE

$2,406

$2,695-10.7%

$3,609-33.3%

$3,332-27.8%

Admin fee / account holder

$2,306

$3,584-35.7%

$4,904-53.0%

$4,645-50.4%

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, 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