Retirement plan

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

Name: MAKE-A-WISH FOUNDATION OF GEORGIA, INC. - EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, INC. (2020) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF GEORGIA, INC.
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, INC.

MAKE-A-WISH FOUNDATION OF GEORGIA, INC.EIN 58-2146828Plan #002PY 2020

1775 THE EXCHANGE SE STE 200 - ATLANTA, GA 303392016770-916-9474LinkedIn51-200 employeescivic & social organization

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+35.6% from 2019

Total participants

+5.2% from 2019

Average account balance

$23,119

+28.8% from 2019

Annual return

18.18%

+6.67 pp from 2019

Benchmarks

See 8,771 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,771 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

160.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$213K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1001

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

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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 codes2F2G2S2T3D

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$391

$10 / participant

Other / not subdivided$391100.0%

% of EOY assets

0.028%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,119

$60,124-61.5%

$90,404-74.4%

$79,858-71.1%

Participation rate

97.6%

65.0%+32.6pp

72.7%+24.9pp

69.6%+27.9pp

Annual return

18.18%

71.94%-53.8pp

1293.02%-1274.8pp

31.71%-13.5pp

Employer contribution / active EE

$873

$2,068-57.8%

$3,262-73.2%

$2,471-64.7%

Participant deferral / active EE

$3,476

$2,938+18.3%

$3,963-12.3%

$3,740-7.1%

Admin fee / account holder

$3,976-99.8%

$5,611-99.9%

$5,306-99.9%

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