Retirement plan

SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC. RETIREMENT PLAN

Name: SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC. - SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC. RETIREMENT PLAN (2015) Form 5500
Creator: SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC. RETIREMENT PLAN, SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC.

SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC.EIN 75-1855620Plan #001PY 2015

100 E 10TH ST - DALLAS, TX 752032236214-915-4700momentousinstitute.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$5.5M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$4.8M

No prior year

Total participants

138

No prior year

Average account balance

$36,385

No prior year

Annual return

-0.15%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.22M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

167

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

$545K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$189

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 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$925
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2C2F2G2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$925

$9 / participant

Contract admin$925100.0%

% of EOY assets

0.019%

all-in expense ratio

Categories reported

1 / 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: HUSELTON, MORGAN & MAULTSBY
Auditor EIN: 752409112
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,385

$46,360-21.5%

$147,618-75.4%

$52,331-30.5%

Participation rate

93.4%

64.9%+28.5pp

84.6%+8.8pp

68.1%+25.3pp

Annual return

-0.15%

1.62%-1.8pp

61.98%-62.1pp

4.54%-4.7pp

Employer contribution / active EE

$3,662

$2,126+72.2%

$5,565-34.2%

$1,882+94.6%

Participant deferral / active EE

$2,258-100.0%

$4,895-100.0%

$3,022-100.0%

Admin fee / account holder

$766-99.1%

$11,612-99.9%

$592-98.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$925

WILSHIRE ASSOCIATES INCORPORATED1+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS, INC. RETIREMENT 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