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. (2019) 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 2019

1444 NW 28TH ST - OKLAHOMA CITY, OK 731063430405-236-8441unitedwayokc.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+26.1% from 2018

Total participants

+2.9% from 2018

Average account balance

$47,636

+22.6% from 2018

Annual return

21.71%

-23.81 pp from 2018

Benchmarks

See 8,598 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,598 peers

Snapshot2019

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 codes2F2G2S2T

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

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

$102K

$3188 / participant

Other / not subdivided$102K100.0%

% of EOY assets

2.975%

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

$47,636

$54,763-13.0%

$90,324-47.3%

$72,976-34.7%

Participation rate

100.0%

65.2%+34.8pp

73.3%+26.7pp

69.5%+30.5pp

Annual return

21.71%

30.63%-8.9pp

78.15%-56.4pp

81.02%-59.3pp

Employer contribution / active EE

$1,985

$2,093-5.2%

$2,856-30.5%

$2,440-18.6%

Participant deferral / active EE

$4,925

$2,887+70.6%

$3,885+26.8%

$3,608+36.5%

Admin fee / account holder

$1,417

$3,973-64.3%

$5,356-73.5%

$5,124-72.3%

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