Retirement plan

GIRL SCOUTS OF SAN JACINTO COUNCIL 401(K) PROFIT SHARING PLAN

Name: GIRL SCOUTS OF SAN JACINTO COUNCIL - GIRL SCOUTS OF SAN JACINTO COUNCIL 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: GIRL SCOUTS OF SAN JACINTO COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIRL SCOUTS OF SAN JACINTO COUNCIL 401(K) PROFIT SHARING PLAN, GIRL SCOUTS OF SAN JACINTO COUNCIL

GIRL SCOUTS OF SAN JACINTO COUNCILEIN 74-6001254Plan #002PY 2015

3110 SOUTHWEST FWY - HOUSTON, TX 77098713-292-0300gssjc.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$1.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6M

No prior year

Total participants

169

No prior year

Average account balance

$35,628

No prior year

Annual return

-0.14%

No prior year

Benchmarks

See 1,412 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,412 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.86M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

308

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$620K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.05%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$3,253

Plan features & details

Pension benefit codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$935

$8 / participant

Other / not subdivided$935100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BLAZEK & VETTERLING
Auditor EIN: 760269860
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,628

$41,854-14.9%

$73,836-51.7%

$52,331-31.9%

Participation rate

100.0%

66.2%+33.8pp

73.4%+26.6pp

68.1%+31.9pp

Annual return

-0.14%

2.11%-2.3pp

2268.06%-2268.2pp

4.54%-4.7pp

Employer contribution / active EE

$508

$1,920-73.5%

$2,787-81.8%

$1,882-73.0%

Participant deferral / active EE

$1,899

$2,498-24.0%

$3,583-47.0%

$3,022-37.2%

Admin fee / account holder

$493-98.9%

$4,882-99.9%

$592-99.1%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$3,253

GIRL SCOUTS OF SAN JACINTO COUNCIL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GIRL SCOUTS OF SAN JACINTO COUNCIL 401(K) PROFIT SHARING PLAN

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