Retirement plan

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

Name: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. - 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. (2018) Form 5500
Creator: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC., GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.EIN 86-0223401Plan #001PY 2018

1940 E SILVERLAKE RD STE 405 - TUCSON, AZ 857131950520-623-5174goodwillsouthernaz.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3.5M

+22.5% from 2017

Total participants

482

+3.4% from 2017

Average account balance

$7,659

+18.5% from 2017

Annual return

8.90%

-4.16 pp from 2017

Benchmarks

See 845 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort845 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.41M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

445

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.

26.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$768K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2 years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$1,775

Plan features & details

Pension benefit codes2E2F2G2K2M2T

Plan features

2E
Profit-sharing
Profit-sharing 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$4 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

0 / 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: BEACH FLEISCHMAN PC
Auditor EIN: 860683059
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,659

$43,999-82.6%

$79,466-90.4%

$55,725-86.3%

Participation rate

93.2%

66.9%+26.3pp

73.3%+19.9pp

70.9%+22.3pp

Annual return

8.90%

1.81%+7.1pp

718.28%-709.4pp

244.93%-236.0pp

Employer contribution / active EE

$636

$1,830-65.2%

$2,800-77.3%

$2,078-69.4%

Participant deferral / active EE

$1,044

$2,538-58.9%

$3,704-71.8%

$3,356-68.9%

Admin fee / account holder

$118-96.7%

$5,104-99.9%

$115-96.6%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$1,775

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, 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