Retirement plan

401(K) PROFIT SHARING PLAN FOR GIRLS INCORPORATED OF CENTRAL ALABAMA

Name: GIRLS INCORPORATED OF CENTRAL ALABAMA - 401(K) PROFIT SHARING PLAN FOR GIRLS INCORPORATED OF CENTRAL ALABAMA (2015) Form 5500
Creator: GIRLS INCORPORATED OF CENTRAL ALABAMA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR GIRLS INCORPORATED OF CENTRAL ALABAMA, GIRLS INCORPORATED OF CENTRAL ALABAMA

GIRLS INCORPORATED OF CENTRAL ALABAMAEIN 63-0328643Plan #005PY 2015

5201 8TH AVE S - BIRMINGHAM, AL 352124102205-599-5557girlsinccentral-al.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$21K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$305K

No prior year

Total participants

No prior year

Average account balance

$23,489

No prior year

Annual return

72.56%

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

$518K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

122.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$587

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 codes2E2J2G2F

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.
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.

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

$80K

$7957 / participant

Other / not subdivided$80K100.0%

% of EOY assets

26.058%

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

$23,489

$84,685-72.3%

$73,836-68.2%

$125,389-81.3%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

72.56%

3123.80%-3051.2pp

2268.06%-2195.5pp

282.24%-209.7pp

Employer contribution / active EE

$2,577

$3,123-17.5%

$2,787-7.6%

$4,866-47.0%

Participant deferral / active EE

$604

$3,993-84.9%

$3,583-83.1%

$5,352-88.7%

Admin fee / account holder

$6,121

$5,694+7.5%

$4,882+25.4%

$9,541-35.8%

401(K) PROFIT SHARING PLAN FOR GIRLS INCORPORATED OF CENTRAL ALABAMA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR GIRLS INCORPORATED OF CENTRAL ALABAMA

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