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. (2020) 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, INC.EIN 88-0060273Plan #003PY 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$535K

+29.1% from 2019

Total participants

-7.0% from 2019

Average account balance

$13,725

+29.1% from 2019

Annual return

17.30%

-5.67 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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 codes2F2G2S2T3D

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$37K

$1686 / participant

Other / not subdivided$37K100.0%

% of EOY assets

6.930%

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

$13,725

$100,895-86.4%

$90,430-84.8%

$158,950-91.4%

Participation rate

95.5%

75.0%+20.4pp

72.7%+22.8pp

82.0%+13.5pp

Annual return

17.30%

1725.54%-1708.2pp

1293.73%-1276.4pp

302.91%-285.6pp

Employer contribution / active EE

$977

$3,689-73.5%

$3,262-70.1%

$4,762-79.5%

Participant deferral / active EE

$2,906

$4,347-33.1%

$3,963-26.7%

$5,983-51.4%

Admin fee / account holder

$951

$6,505-85.4%

$5,613-83.1%

$11,248-91.5%

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