Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF EASTERN OKLAHOMA, INC.

Name: GIRL SCOUTS OF EASTERN OKLAHOMA - 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF EASTERN OKLAHOMA, INC. (2022) Form 5500
Creator: GIRL SCOUTS OF EASTERN OKLAHOMA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF EASTERN OKLAHOMA, INC., GIRL SCOUTS OF EASTERN OKLAHOMA

GIRL SCOUTS OF EASTERN OKLAHOMAEIN 73-0579240Plan #003PY 2022

4810 S 129TH EAST AVE - TULSA, OK 741347001918-749-2551gseok.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

-9.2% from 2021

Total participants

-3.3% from 2021

Average account balance

$28,967

+25.3% from 2021

Annual return

-15.79%

-31.79 pp from 2021

Benchmarks

See 9,360 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,360 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

105.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

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

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4274

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 codes2G2S2T2F

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.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$23K

$640 / participant

Other / not subdivided$23K100.0%

% of EOY assets

1.893%

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

$28,967

$54,370-46.7%

$82,763-65.0%

$68,490-57.7%

Participation rate

55.6%

63.9%-8.4pp

72.6%-17.0pp

67.9%-12.3pp

Annual return

-15.79%

-13.67%-2.1pp

702.45%-718.2pp

-7.85%-7.9pp

Employer contribution / active EE

$1,007

$2,219-54.6%

$3,008-66.5%

$2,597-61.2%

Participant deferral / active EE

$2,060

$3,247-36.5%

$4,395-53.1%

$4,028-48.8%

Admin fee / account holder

$548

$4,398-87.5%

$5,325-89.7%

$5,403-89.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF EASTERN OKLAHOMA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF EASTERN OKLAHOMA, 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