Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CITRUS COUNCIL, INC.

Name: GIRL SCOUTS OF CITRUS COUNCIL, INC. - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CITRUS COUNCIL, INC. (2021) Form 5500
Creator: GIRL SCOUTS OF CITRUS COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CITRUS COUNCIL, INC., GIRL SCOUTS OF CITRUS COUNCIL, INC.

GIRL SCOUTS OF CITRUS COUNCIL, INC.EIN 59-0696293Plan #003PY 2021

341 N MILLS AVE - ORLANDO, FL 328035733407-896-4475citrus-gs.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$779K

-16.4% from 2020

Total participants

+10.7% from 2020

Average account balance

$13,913

-16.4% from 2020

Annual return

13.41%

-3.48 pp from 2020

Benchmarks

See 8,919 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,919 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$756K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

89.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3691

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 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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$340K

$7731 / participant

Other / not subdivided$340K100.0%

% of EOY assets

43.661%

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

$13,913

$65,440-78.7%

$98,506-85.9%

$85,851-83.8%

Participation rate

86.4%

65.0%+21.3pp

73.3%+13.0pp

69.3%+17.0pp

Annual return

13.41%

21.75%-8.3pp

1494.92%-1481.5pp

318.63%-305.2pp

Employer contribution / active EE

$2,169-100.0%

$2,961-100.0%

$2,565-100.0%

Participant deferral / active EE

$1,409

$3,168-55.5%

$4,277-67.1%

$3,952-64.4%

Admin fee / account holder

$6,075

$4,596+32.2%

$5,955+2.0%

$6,261-3.0%

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CITRUS COUNCIL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF CITRUS COUNCIL, 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