Retirement plan

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF SOUTHERN NEVADA, INC.

Name: GIRL SCOUTS OF SOUTHERN NEVADA INC - EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF SOUTHERN NEVADA, INC. (2017) Form 5500
Creator: GIRL SCOUTS OF SOUTHERN NEVADA INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF SOUTHERN NEVADA, INC., GIRL SCOUTS OF SOUTHERN NEVADA INC

GIRL SCOUTS OF SOUTHERN NEVADA INCEIN 88-0060273Plan #003PY 2017

2941 HARRIS AVE - LAS VEGAS, NV 891012309702-385-3677girlscoutsnv.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$211K

-25.3% from 2016

Total participants

+9.1% from 2016

Average account balance

$9,585

-25.3% from 2016

Annual return

11.15%

+7.93 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$895K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

203.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$591

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 codes2F2S2T3D

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).
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.
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

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

$134K

$7876 / participant

Other / not subdivided$134K100.0%

% of EOY assets

63.495%

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

$9,585

$99,011-90.3%

$86,582-88.9%

$147,586-93.5%

Participation rate

88.2%

76.3%+11.9pp

73.5%+14.7pp

82.8%+5.4pp

Annual return

11.15%

1312.75%-1301.6pp

965.08%-953.9pp

578.59%-567.4pp

Employer contribution / active EE

$69

$3,132-97.8%

$2,839-97.6%

$4,876-98.6%

Participant deferral / active EE

$1,759

$3,972-55.7%

$3,609-51.2%

$5,439-67.7%

Admin fee / account holder

$6,086

$5,709+6.6%

$4,904+24.1%

$10,886-44.1%

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF SOUTHERN NEVADA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF SOUTHERN NEVADA, 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