Retirement plan

403(B) THRIFT PLAN OF LONGS PEAK COUNCIL, INC., BOY SCOUTS OF AMERICA

Name: LONGS PEAK COUNCIL, INC., BOY SCOUT S OF AMERICA - 403(B) THRIFT PLAN OF LONGS PEAK COUNCIL, INC., BOY SCOUTS OF AMERICA (2016) Form 5500
Creator: LONGS PEAK COUNCIL, INC., BOY SCOUT S OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF LONGS PEAK COUNCIL, INC., BOY SCOUTS OF AMERICA, LONGS PEAK COUNCIL, INC., BOY SCOUT S OF AMERICA

LONGS PEAK COUNCIL, INC., BOY SCOUT S OF AMERICAEIN 84-0253710Plan #002PY 2016

PO BOX 1166 - GREELEY, CO 80632970-330-6305

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$720K

+9.3% from 2015

Total participants

-6.3% from 2015

Average account balance

$48,005

+16.5% from 2015

Annual return

9.32%

+9.75 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

114.3%

Not enough data

1 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

+20.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12523

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 codes2L2F2H3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

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

$36K

$3266 / participant

Other / not subdivided$36K100.0%

% of EOY assets

4.989%

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

$48,005

$90,486-46.9%

$78,676-39.0%

$273,972-82.5%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

9.32%

75.62%-66.3pp

62.19%-52.9pp

41.46%-32.1pp

Employer contribution / active EE

$3,175-100.0%

$2,850-100.0%

$4,869-100.0%

Participant deferral / active EE

$3,223

$3,901-17.4%

$3,517-8.4%

$5,287-39.0%

Admin fee / account holder

$2,395

$5,263-54.5%

$4,510-46.9%

$10,133-76.4%

403(B) THRIFT PLAN OF LONGS PEAK COUNCIL, INC., BOY SCOUTS OF AMERICA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF LONGS PEAK COUNCIL, INC., BOY SCOUTS OF AMERICA

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