Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GREATER MISSISSIPPI, INC.

Name: GIRL SCOUTS OF GREATER MISSISSIPPI, INC. - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GREATER MISSISSIPPI, INC. (2020) Form 5500
Creator: GIRL SCOUTS OF GREATER MISSISSIPPI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GREATER MISSISSIPPI, INC., GIRL SCOUTS OF GREATER MISSISSIPPI, INC.

GIRL SCOUTS OF GREATER MISSISSIPPI, INC.EIN 64-0384222Plan #003PY 2020

1471 W COUNTY LINE RD - JACKSON, MS 392137842601-366-0607gsgms.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$389K

+25.8% from 2019

Total participants

+7.1% from 2019

Average account balance

$12,956

+17.4% from 2019

Annual return

6.85%

+1.27 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$731K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

62.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$429

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 codes2F2G2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$101 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.574%

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

$12,956

$100,938-87.2%

$90,461-85.7%

$158,982-91.9%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

6.85%

1727.20%-1720.4pp

1294.76%-1287.9pp

302.99%-296.1pp

Employer contribution / active EE

$630

$3,691-82.9%

$3,264-80.7%

$4,763-86.8%

Participant deferral / active EE

$2,117

$4,350-51.3%

$3,964-46.6%

$5,983-64.6%

Admin fee / account holder

$74

$6,510-98.9%

$5,617-98.7%

$11,252-99.3%

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GREATER MISSISSIPPI, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF GREATER MISSISSIPPI, 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