Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GULFCOAST FLORIDA, INC.

Name: GIRL SCOUTS OF GULFCOAST FLORIDA, I NC. - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GULFCOAST FLORIDA, INC. (2016) Form 5500
Creator: GIRL SCOUTS OF GULFCOAST FLORIDA, I NC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GULFCOAST FLORIDA, INC., GIRL SCOUTS OF GULFCOAST FLORIDA, I NC.

GIRL SCOUTS OF GULFCOAST FLORIDA, I NC.EIN 59-0760212Plan #003PY 2016

4780 CATTLEMEN RD - SARASOTA, FL 342335038941-921-5358gsgcf.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$32,094

No prior year

Annual return

7.06%

No prior year

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.21M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

177.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1890

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$140K

$5190 / participant

Other / not subdivided$140K100.0%

% of EOY assets

11.489%

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

$32,094

$48,078-33.2%

$78,676-59.2%

$62,881-49.0%

Participation rate

77.8%

65.2%+12.6pp

73.6%+4.2pp

69.3%+8.5pp

Annual return

7.06%

31.36%-24.3pp

62.19%-55.1pp

20.14%-13.1pp

Employer contribution / active EE

$1,186

$2,015-41.1%

$2,850-58.4%

$2,281-48.0%

Participant deferral / active EE

$2,719

$2,587+5.1%

$3,517-22.7%

$3,203-15.1%

Admin fee / account holder

$3,687

$3,206+15.0%

$4,510-18.2%

$4,296-14.2%

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GULFCOAST FLORIDA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GULFCOAST FLORIDA, 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