Retirement plan

GIRL SCOUTS OF SOUTHEAST FLORIDA 401(K) PROFIT SHARING PLAN

Name: GIRL SCOUTS OF SOUTHEAST FLORIDA - GIRL SCOUTS OF SOUTHEAST FLORIDA 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: GIRL SCOUTS OF SOUTHEAST FLORIDA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIRL SCOUTS OF SOUTHEAST FLORIDA 401(K) PROFIT SHARING PLAN, GIRL SCOUTS OF SOUTHEAST FLORIDA

GIRL SCOUTS OF SOUTHEAST FLORIDAEIN 59-0657327Plan #001PY 2018

ADMINISTRATION HEADQUARTERS, 6944 LAKE WORTH RD - LAKE WORTH, FL 334672948561-815-1813gssef.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+3.7% from 2017

Total participants

-3.5% from 2017

Average account balance

$22,213

-0.6% from 2017

Annual return

-5.99%

-28.73 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

138.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

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

+13.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1014

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 codes2E2F2G2J2T3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.)
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

$27K

$807 / participant

Other / not subdivided$27K100.0%

% of EOY assets

2.572%

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

$22,213

$49,177-54.8%

$79,466-72.0%

$64,173-65.4%

Participation rate

79.4%

65.0%+14.4pp

73.3%+6.1pp

69.6%+9.8pp

Annual return

-5.99%

-1.16%-4.8pp

718.28%-724.3pp

7.63%-13.6pp

Employer contribution / active EE

$1,089

$2,076-47.6%

$2,800-61.1%

$2,381-54.3%

Participant deferral / active EE

$2,644

$2,821-6.3%

$3,704-28.6%

$3,470-23.8%

Admin fee / account holder

$571

$3,839-85.1%

$5,104-88.8%

$4,887-88.3%

GIRL SCOUTS OF SOUTHEAST FLORIDA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GIRL SCOUTS OF SOUTHEAST FLORIDA 401(K) PROFIT SHARING 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