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. (2021) 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 2021

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.3M

+15.7% from 2020

Total participants

+6.4% from 2020

Average account balance

$52,942

+7.6% from 2020

Annual return

16.53%

+1.24 pp from 2020

Benchmarks

See 37,618 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,618 peers

Snapshot2021

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

2 tripped

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

$138K

$6592 / participant

Other / not subdivided$138K100.0%

% of EOY assets

6.081%

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

$52,942

$109,872-51.8%

$98,483-46.2%

$167,536-68.4%

Participation rate

66.7%

75.8%-9.2pp

73.3%-6.7pp

82.1%-15.4pp

Annual return

16.53%

1959.31%-1942.8pp

1494.38%-1477.8pp

478.82%-462.3pp

Employer contribution / active EE

$1,620

$3,225-49.8%

$2,961-45.3%

$4,839-66.5%

Participant deferral / active EE

$3,800

$4,673-18.7%

$4,276-11.1%

$6,342-40.1%

Admin fee / account holder

$3,219

$6,757-52.4%

$5,953-45.9%

$12,315-73.9%

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