Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF

Name: GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF (2019) Form 5500
Creator: GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF, GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF

GIRL SCOUTS OF LOUISIANA-PINES TO THE GULFEIN 72-0488660Plan #002PY 2019

1720 KALISTE SALOOM RD STE C1 - LAFAYETTE, LA 705086140337-984-1142gslpg.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$730K

+26.5% from 2018

Total participants

+4.2% from 2018

Average account balance

$29,190

+21.5% from 2018

Annual return

20.70%

+28.00 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$898K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

285.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3249

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 codes2F2G3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$34K

$2287 / participant

Other / not subdivided$34K100.0%

% of EOY assets

4.700%

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

$29,190

$103,038-71.7%

$90,324-67.7%

$152,909-80.9%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

20.70%

95.25%-74.5pp

78.15%-57.4pp

345.46%-324.8pp

Employer contribution / active EE

$1,207

$3,141-61.6%

$2,856-57.7%

$4,764-74.7%

Participant deferral / active EE

$3,299

$4,282-23.0%

$3,885-15.1%

$5,851-43.6%

Admin fee / account holder

$1,372

$6,177-77.8%

$5,356-74.4%

$11,601-88.2%

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF LOUISIANA-PINES TO THE GULF

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