Retirement plan

GIRL SCOUTS OF CENTRAL TEXAS, INC.

Name: GIRL SCOUTS OF CENTRAL TEXAS, - GIRL SCOUTS OF CENTRAL TEXAS, INC. (2022) Form 5500
Creator: GIRL SCOUTS OF CENTRAL TEXAS,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIRL SCOUTS OF CENTRAL TEXAS, INC., GIRL SCOUTS OF CENTRAL TEXAS,

GIRL SCOUTS OF CENTRAL TEXAS,EIN 74-1109644Plan #001PY 2022

12012 PARK THIRTY FIVE CIR - AUSTIN, TX 787531803512-453-7391gsctx.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+21.3% from 2021

Total participants

+16.3% from 2021

Average account balance

$18,520

+12.5% from 2021

Annual return

9.18%

-6.59 pp from 2021

Benchmarks

See 9,363 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,363 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G3D2J

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

$1170 / participant

Other / not subdivided$75K100.0%

% of EOY assets

4.872%

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

$18,520

$54,355-65.9%

$82,744-77.6%

$68,486-73.0%

Participation rate

84.4%

63.9%+20.4pp

72.6%+11.8pp

67.9%+16.5pp

Annual return

9.18%

-13.67%+22.8pp

702.22%-693.0pp

-7.85%+17.0pp

Employer contribution / active EE

$1,116

$2,219-49.7%

$3,008-62.9%

$2,597-57.0%

Participant deferral / active EE

$2,452

$3,246-24.5%

$4,395-44.2%

$4,028-39.1%

Admin fee / account holder

$902

$4,397-79.5%

$5,325-83.1%

$5,404-83.3%

GIRL SCOUTS OF CENTRAL TEXAS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GIRL SCOUTS OF CENTRAL TEXAS, 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