Retirement plan

403(B) THRIFT PLAN OF GIRL SCOUTS-WESTERN OKLAHOMA, INC.

Name: GIRL SCOUTS-WESTERN OKLAHOMA, INC. - 403(B) THRIFT PLAN OF GIRL SCOUTS-WESTERN OKLAHOMA, INC. (2020) Form 5500
Creator: GIRL SCOUTS-WESTERN OKLAHOMA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GIRL SCOUTS-WESTERN OKLAHOMA, INC., GIRL SCOUTS-WESTERN OKLAHOMA, INC.

GIRL SCOUTS-WESTERN OKLAHOMA, INC.EIN 73-0677849Plan #002PY 2020

6100 N ROBINSON AVE STE 200 - OKLAHOMA CITY, OK 731187435405-528-4475gswestok.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$916K

+21.4% from 2019

Total participants

-5.1% from 2019

Average account balance

$24,748

+24.7% from 2019

Annual return

20.83%

-0.57 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$813K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+21.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1614

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

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

$75K

$6240 / participant

Other / not subdivided$75K100.0%

% of EOY assets

8.178%

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

$24,748

$100,938-75.5%

$90,461-72.6%

$158,982-84.4%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

20.83%

1727.20%-1706.4pp

1294.76%-1273.9pp

302.99%-282.2pp

Employer contribution / active EE

$1,819

$3,691-50.7%

$3,264-44.3%

$4,763-61.8%

Participant deferral / active EE

$4,758

$4,350+9.4%

$3,964+20.0%

$5,983-20.5%

Admin fee / account holder

$2,024

$6,510-68.9%

$5,617-64.0%

$11,252-82.0%

403(B) THRIFT PLAN OF GIRL SCOUTS-WESTERN OKLAHOMA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GIRL SCOUTS-WESTERN 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