Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTHERN NEVADA, INC.

Name: UNITED WAY OF SOUTHERN NEVADA, - 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTHERN NEVADA, INC. (2024) Form 5500
Creator: UNITED WAY OF SOUTHERN NEVADA,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTHERN NEVADA, INC., UNITED WAY OF SOUTHERN NEVADA,

UNITED WAY OF SOUTHERN NEVADA,EIN 88-0071328Plan #002PY 2024

5830 W FLAMINGO RD - LAS VEGAS, NV 891030166702-892-2300uwsn.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.3M

+1.3% from 2023

Total participants

-3.4% from 2023

Average account balance

$54,633

+6.4% from 2023

Annual return

14.40%

-0.85 pp from 2023

Benchmarks

See 10,646 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,646 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.32M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

207.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9688

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 codes2G3D2J

Plan features

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.
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

$765K

$20141 / participant

Other / not subdivided$765K100.0%

% of EOY assets

17.733%

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

$54,633

$58,311-6.3%

$81,882-33.3%

$80,959-32.5%

Participation rate

84.2%

63.5%+20.7pp

72.4%+11.8pp

67.7%+16.5pp

Annual return

14.40%

41.85%-27.5pp

779.47%-765.1pp

35.67%-21.3pp

Employer contribution / active EE

$1,316

$2,347-43.9%

$2,916-54.9%

$2,757-52.3%

Participant deferral / active EE

$4,101

$3,287+24.8%

$4,323-5.1%

$4,300-4.6%

Admin fee / account holder

$9,688

$4,752+103.9%

$7,360+31.6%

$6,925+39.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTHERN NEVADA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY 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