Retirement plan

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

Name: GIRL SCOUTS OF GULFCOAST FLORIDA, INC. - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GULFCOAST FLORIDA, INC. (2020) Form 5500
Creator: GIRL SCOUTS OF GULFCOAST FLORIDA, INC.
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, INC.

GIRL SCOUTS OF GULFCOAST FLORIDA, INC.EIN 59-0760212Plan #003PY 2020

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2M

+23.7% from 2019

Total participants

-4.1% from 2019

Average account balance

$49,209

+29.9% from 2019

Annual return

15.29%

-5.22 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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 codes2F2G2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$56 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.066%

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

$49,209

$100,938-51.2%

$90,461-45.6%

$158,982-69.0%

Participation rate

69.6%

75.0%-5.5pp

72.7%-3.1pp

82.0%-12.4pp

Annual return

15.29%

1727.20%-1711.9pp

1294.76%-1279.5pp

302.99%-287.7pp

Employer contribution / active EE

$1,775

$3,691-51.9%

$3,264-45.6%

$4,763-62.7%

Participant deferral / active EE

$4,078

$4,350-6.2%

$3,964+2.9%

$5,983-31.8%

Admin fee / account holder

$32

$6,510-99.5%

$5,617-99.4%

$11,252-99.7%

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