Retirement plan

403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL OKLAHOMA, INC.

Name: UNITED WAY OF CENTRAL OKLAHOMA, INC . - 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL OKLAHOMA, INC. (2016) Form 5500
Creator: UNITED WAY OF CENTRAL OKLAHOMA, INC .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL OKLAHOMA, INC., UNITED WAY OF CENTRAL OKLAHOMA, INC .

UNITED WAY OF CENTRAL OKLAHOMA, INC .EIN 73-0589829Plan #003PY 2016

PO BOX 837 - OKLAHOMA CITY, OK 73101405-236-8441unitedwayokc.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+17.8% from 2015

Total participants

+14.5% from 2015

Average account balance

$23,851

+2.8% from 2015

Annual return

6.47%

+6.14 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.48M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

276.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$564

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 codes2L2S2T

Plan features

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.

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

$24K

$812 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.621%

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

$23,851

$48,078-50.4%

$78,676-69.7%

$62,881-62.1%

Participation rate

100.0%

65.2%+34.8pp

73.6%+26.4pp

69.3%+30.7pp

Annual return

6.47%

31.36%-24.9pp

62.19%-55.7pp

20.14%-13.7pp

Employer contribution / active EE

$1,818

$2,015-9.7%

$2,850-36.2%

$2,281-20.3%

Participant deferral / active EE

$3,773

$2,587+45.9%

$3,517+7.3%

$3,203+17.8%

Admin fee / account holder

$387

$3,206-87.9%

$4,510-91.4%

$4,296-91.0%

403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL OKLAHOMA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL 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