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. (2021) 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 2021

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)

$4.6M

+8.8% from 2020

Total participants

+1.4% from 2020

Average account balance

$62,233

+7.4% from 2020

Annual return

15.68%

-3.84 pp from 2020

Benchmarks

See 8,925 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,925 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.85M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

254.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$226K

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

+12.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6652

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

$493K

$17015 / participant

Other / not subdivided$493K100.0%

% of EOY assets

10.714%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,233

$65,409-4.9%

$98,442-36.8%

$85,850-27.5%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.3%+30.7pp

Annual return

15.68%

21.76%-6.1pp

1492.73%-1477.0pp

318.53%-302.9pp

Employer contribution / active EE

$2,267

$2,168+4.6%

$2,960-23.4%

$2,565-11.6%

Participant deferral / active EE

$4,738

$3,166+49.6%

$4,276+10.8%

$3,952+19.9%

Admin fee / account holder

$6,668

$4,593+45.2%

$5,949+12.1%

$6,260+6.5%

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