Retirement plan

403 B THRIFT PLAN OF RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST I

Name: RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST INC - 403 B THRIFT PLAN OF RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST I (2017) Form 5500
Creator: RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST I, RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST INC

RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST INCEIN 75-1915179Plan #001PY 2017

3413 10TH ST - LUBBOCK, TX 794155348806-744-8877

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$205K

+12.0% from 2016

Total participants

-37.5% from 2016

Average account balance

$12,783

+12.0% from 2016

Annual return

11.12%

+5.22 pp from 2016

Benchmarks

See 307 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort307 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$395K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$908

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 codes2F2T

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).
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

$18K

$1778 / participant

Other / not subdivided$18K100.0%

% of EOY assets

8.691%

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

$12,783

$83,826-84.8%

$147,585-91.3%

Participation rate

100.0%

69.4%+30.6pp

82.8%+17.2pp

Annual return

11.12%

26.57%-15.5pp

578.58%-567.5pp

Employer contribution / active EE

$906

$3,042-70.2%

$4,876-81.4%

Participant deferral / active EE

$1,001

$3,987-74.9%

$5,439-81.6%

Admin fee / account holder

$1,111

$6,071-81.7%

$10,886-89.8%

403 B THRIFT PLAN OF RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST I

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST I

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