Retirement plan

BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. 403(B) PLAN

Name: BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. - BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. 403(B) PLAN (2017) Form 5500
Creator: BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. 403(B) PLAN, BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC.

BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC.EIN 59-6211876Plan #002PY 2017

3130 FRUITVILLE ROAD - SARASOTA, FL 34237941-366-3911bgcsarasota.comLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$555K

+42.1% from 2016

Total participants

+22.7% from 2016

Average account balance

$24,135

-50.6% from 2016

Annual return

18.23%

+6.23 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.44M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$259K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$875

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$626

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 codes2L2G2T2J

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$186 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.770%

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

$24,135

$99,031-75.6%

$86,597-72.1%

$147,585-83.6%

Participation rate

82.6%

76.3%+6.3pp

73.5%+9.1pp

82.8%-0.2pp

Annual return

18.23%

1312.56%-1294.3pp

964.96%-946.7pp

578.57%-560.3pp

Employer contribution / active EE

$1,204

$3,132-61.6%

$2,840-57.6%

$4,876-75.3%

Participant deferral / active EE

$2,853

$3,972-28.2%

$3,609-20.9%

$5,439-47.5%

Admin fee / account holder

$186

$5,711-96.7%

$4,906-96.2%

$10,885-98.3%

BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. 403(B) 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