Retirement plan

EMPLOYEE BENEFIT PLAN OF BOYS GIRLS CLUBS OF WELD COUNTY

Name: BOYS GIRLS CLUBS OF WELD COUNTY - EMPLOYEE BENEFIT PLAN OF BOYS GIRLS CLUBS OF WELD COUNTY (2022) Form 5500
Creator: BOYS GIRLS CLUBS OF WELD COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BOYS GIRLS CLUBS OF WELD COUNTY, BOYS GIRLS CLUBS OF WELD COUNTY

BOYS GIRLS CLUBS OF WELD COUNTYEIN 84-0529902Plan #002PY 2022

PO BOX 812 - GREELEY, CO 806320812970-353-1278bgcweld.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

-6.5% from 2021

Total participants

+7.1% from 2021

Average account balance

$26,363

-12.7% from 2021

Annual return

-13.92%

-45.18 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$965K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

164.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5032

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 codes2F2G2S2T

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$435 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.953%

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

$26,363

$73,863-64.3%

$143,797-81.7%

$68,490-61.5%

Participation rate

100.0%

66.7%+33.3pp

80.3%+19.7pp

67.9%+32.1pp

Annual return

-13.92%

0.91%-14.8pp

-0.04%-13.9pp

-7.85%-6.1pp

Employer contribution / active EE

$2,682

$3,185-15.8%

$4,952-45.8%

$2,597+3.3%

Participant deferral / active EE

$1,377

$3,385-59.3%

$5,638-75.6%

$4,028-65.8%

Admin fee / account holder

$251

$5,756-95.6%

$14,679-98.3%

$5,403-95.3%

EMPLOYEE BENEFIT PLAN OF BOYS GIRLS CLUBS OF WELD COUNTY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BOYS GIRLS CLUBS OF WELD COUNTY

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