Retirement plan

GIRL SCOUTS OF MIDDLE TENNESSEE RETIREMENT SAVINGS PLAN

Name: GIRL SCOUTS OF MIDDLE TENNESSEE - GIRL SCOUTS OF MIDDLE TENNESSEE RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: GIRL SCOUTS OF MIDDLE TENNESSEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIRL SCOUTS OF MIDDLE TENNESSEE RETIREMENT SAVINGS PLAN, GIRL SCOUTS OF MIDDLE TENNESSEE

GIRL SCOUTS OF MIDDLE TENNESSEEEIN 62-0589380Plan #001PY 2023

4522 GRANNY WHITE PIKE - NASHVILLE, TN 37204615-460-0233gsmidtn.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+32.2% from 2022

Total participants

+7.1% from 2022

Average account balance

$29,300

+19.0% from 2022

Annual return

17.20%

+36.19 pp from 2022

Benchmarks

See 9,811 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,811 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2780

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 codes2F2G2L2S2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$36K

$1214 / participant

Other / not subdivided$36K100.0%

% of EOY assets

3.107%

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

$29,300

$57,305-48.9%

$86,640-66.2%

$75,173-61.0%

Participation rate

83.3%

63.2%+20.1pp

71.7%+11.6pp

67.2%+16.1pp

Annual return

17.20%

2674.24%-2657.0pp

592.52%-575.3pp

160.72%-143.5pp

Employer contribution / active EE

$908

$2,316-60.8%

$3,024-70.0%

$2,671-66.0%

Participant deferral / active EE

$4,563

$3,320+37.4%

$4,438+2.8%

$4,126+10.6%

Admin fee / account holder

$910

$4,116-77.9%

$5,616-83.8%

$5,651-83.9%

GIRL SCOUTS OF MIDDLE TENNESSEE RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GIRL SCOUTS OF MIDDLE TENNESSEE RETIREMENT SAVINGS 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