Retirement plan

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PASCO COUNTY, INC.

Name: UNITED WAY OF PASCO COUNTY, INC. - EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PASCO COUNTY, INC. (2015) Form 5500
Creator: UNITED WAY OF PASCO COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PASCO COUNTY, INC., UNITED WAY OF PASCO COUNTY, INC.

UNITED WAY OF PASCO COUNTY, INC.EIN 59-2193178Plan #003PY 2015

17230 CAMELOT CT - LAND O LAKES, FL 34638727-845-3030unitedwaypasco.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$236K

No prior year

Total participants

No prior year

Average account balance

$26,224

No prior year

Annual return

0.52%

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

$231K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$278

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 codes2E2F2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$72

$18 / participant

Other / not subdivided$72100.0%

% of EOY assets

0.031%

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

$26,224

$84,685-69.0%

$73,836-64.5%

$125,389-79.1%

Participation rate

75.0%

76.8%-1.8pp

73.4%+1.6pp

83.2%-8.2pp

Annual return

0.52%

3123.80%-3123.3pp

2268.06%-2267.5pp

282.24%-281.7pp

Employer contribution / active EE

$4,746

$3,123+51.9%

$2,787+70.3%

$4,866-2.5%

Participant deferral / active EE

$2,088

$3,993-47.7%

$3,583-41.7%

$5,352-61.0%

Admin fee / account holder

$5,694-99.9%

$4,882-99.8%

$9,541-99.9%

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PASCO COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PASCO COUNTY, 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