Retirement plan

CAMP-OF-THE-WOODS 403(B) RETIREMENT PLAN

Name: GOSPEL VOLUNTEERS, INC. - CAMP-OF-THE-WOODS 403(B) RETIREMENT PLAN (2016) Form 5500
Creator: GOSPEL VOLUNTEERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP-OF-THE-WOODS 403(B) RETIREMENT PLAN, GOSPEL VOLUNTEERS, INC.

GOSPEL VOLUNTEERS, INC.EIN 59-6001191Plan #001PY 2016

106 DOWNEY AVE - SPECULATOR, NY 12164518-548-4311

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+11.8% from 2015

Total participants

+1.8% from 2015

Average account balance

$27,227

-10.9% from 2015

Annual return

6.55%

+7.48 pp from 2015

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

$3.11M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

110.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

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

+10.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$918

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 codes2M3D2F

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).
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$58K

$1664 / participant

Other / not subdivided$58K100.0%

% of EOY assets

3.962%

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

$27,227

$48,078-43.4%

$78,676-65.4%

$62,881-56.7%

Participation rate

91.4%

65.2%+26.2pp

73.6%+17.9pp

69.3%+22.1pp

Annual return

6.55%

31.36%-24.8pp

62.19%-55.6pp

20.14%-13.6pp

Employer contribution / active EE

$689

$2,015-65.8%

$2,850-75.8%

$2,281-69.8%

Participant deferral / active EE

$2,744

$2,587+6.1%

$3,517-22.0%

$3,203-14.3%

Admin fee / account holder

$1,079

$3,206-66.4%

$4,510-76.1%

$4,296-74.9%

CAMP-OF-THE-WOODS 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMP-OF-THE-WOODS 403(B) RETIREMENT PLAN

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