Retirement plan

403(B) THRIFT PLAN OF UNITED WAY OF VOLUSIA-FLAGLER COUNTIES, INC.

Name: UNITED WAY OF VOLUSIA-FLAGLER COUNT IES, INC. - 403(B) THRIFT PLAN OF UNITED WAY OF VOLUSIA-FLAGLER COUNTIES, INC. (2015) Form 5500
Creator: UNITED WAY OF VOLUSIA-FLAGLER COUNT IES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF UNITED WAY OF VOLUSIA-FLAGLER COUNTIES, INC., UNITED WAY OF VOLUSIA-FLAGLER COUNT IES, INC.

UNITED WAY OF VOLUSIA-FLAGLER COUNT IES, INC.EIN 59-1099774Plan #003PY 2015

3747 W INTERNATIONAL SPEEDWAY BLVD - DAYTONA BEACH, FL 32124386-253-0563

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$709K

No prior year

Total participants

No prior year

Average account balance

$30,815

No prior year

Annual return

1.71%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

152.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

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

+8.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$922

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 codes2L

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$24K

$1496 / participant

Other / not subdivided$24K100.0%

% of EOY assets

3.378%

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

$30,815

$84,685-63.6%

$73,836-58.3%

$125,389-75.4%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

1.71%

3123.80%-3122.1pp

2268.06%-2266.3pp

282.24%-280.5pp

Employer contribution / active EE

$2,118

$3,123-32.2%

$2,787-24.0%

$4,866-56.5%

Participant deferral / active EE

$1,398

$3,993-65.0%

$3,583-61.0%

$5,352-73.9%

Admin fee / account holder

$1,041

$5,694-81.7%

$4,882-78.7%

$9,541-89.1%

403(B) THRIFT PLAN OF UNITED WAY OF VOLUSIA-FLAGLER COUNTIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF UNITED WAY OF VOLUSIA-FLAGLER COUNTIES, 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