Retirement plan

403(B) THRIFT PLAN OF GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC.

Name: GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC. - 403(B) THRIFT PLAN OF GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC. (2017) Form 5500
Creator: GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC., GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC.

GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC.EIN 86-0133397Plan #004PY 2017

119 E CORONADO RD - PHOENIX, AZ 850041512602-253-6359girlscoutsaz.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

+16.0% from 2016

Total participants

116

+6.4% from 2016

Average account balance

$30,389

+7.0% from 2016

Annual return

17.91%

-1.60 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.13M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

171

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.

91.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$481K

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

+19.74%

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

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$408K

$5170 / participant

Other / not subdivided$408K100.0%

% of EOY assets

11.586%

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

$30,389

$53,128-42.8%

$86,582-64.9%

$70,126-56.7%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

17.91%

27.66%-9.7pp

965.08%-947.2pp

73.15%-55.2pp

Employer contribution / active EE

$1,446

$2,068-30.1%

$2,839-49.1%

$2,343-38.3%

Participant deferral / active EE

$2,987

$2,695+10.8%

$3,609-17.2%

$3,332-10.4%

Admin fee / account holder

$3,521

$3,584-1.8%

$4,904-28.2%

$4,645-24.2%

403(B) THRIFT PLAN OF GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GIRL SCOUTS-ARIZONA CACTUS-PINE COUNCIL, INC.

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