Retirement plan

MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN

Name: MAKE-A-WISH FOUNDATION - MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN (2018) Form 5500
Creator: MAKE-A-WISH FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN, MAKE-A-WISH FOUNDATION

MAKE-A-WISH FOUNDATIONEIN 86-0481941Plan #002PY 2018

1702 E. HIGHLAND AVENUE, STE 400 - PHOENIX, AZ 85016602-792-3173wishaz.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$12.5M

-4.9% from 2017

Total participants

268

+25.2% from 2017

Average account balance

$62,167

-14.3% from 2017

Annual return

-6.64%

-26.44 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.58M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

278

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.

81.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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 9 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118	Advisory (Plan)	$38,110
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 49 · EIN 04-1590850	Other Services	$4,513
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
OPPENHEIMER2 years Service code 52 · EIN 13-3867060	Indirect Investment Fees	$0
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2T

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$43K

$196 / participant

Investment mgmt$38K89.4%
Contract admin$5K10.6%

% of EOY assets

0.341%

all-in expense ratio

Categories reported

2 / 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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,167

$47,977+29.6%

$154,108-59.7%

$56,289+10.4%

Participation rate

69.1%

66.2%+3.0pp

83.0%-13.9pp

69.9%-0.7pp

Annual return

-6.64%

3.54%-10.2pp

735.21%-741.8pp

-9.96%+3.3pp

Employer contribution / active EE

$2,467

$2,169+13.8%

$5,298-53.4%

$2,111+16.9%

Participant deferral / active EE

$4,817

$2,392+101.4%

$5,081-5.2%

$3,350+43.8%

Admin fee / account holder

$212

$438-51.6%

$13,411-98.4%

$521-59.3%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC4+ years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$38,110

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 49 · EIN 04-1590850

Other Services

$4,513

AMERICAN FUNDS2 years

Service code 52 · EIN 66-0793788

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS2 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

JANUS HENDERSON2 years

Service code 52 · EIN 84-0592523

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN

Service code 52 · EIN 33-1043149

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT2 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

OPPENHEIMER2 years

Service code 52 · EIN 13-3867060

Indirect Investment Fees

PGIM INVESTMENTS2 years

Service code 52 · EIN 22-3468527

Indirect Investment Fees

MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN

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