Retirement plan

403(B) THRIFT PLAN OF MT. BAKER PLANNED PARENTHOOD

Name: MT. BAKER PLANNED PARETHOOD - 403(B) THRIFT PLAN OF MT. BAKER PLANNED PARENTHOOD (2023) Form 5500
Creator: MT. BAKER PLANNED PARETHOOD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF MT. BAKER PLANNED PARENTHOOD, MT. BAKER PLANNED PARETHOOD

MT. BAKER PLANNED PARETHOODEIN 91-0846274Plan #002PY 2023

1509 CORNWALL AVE - BELLINGHAM, WA 982254521360-603-7708

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+30.4% from 2022

Total participants

+14.9% from 2022

Average account balance

$79,192

+32.4% from 2022

Annual return

31.31%

+54.50 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.37M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$291K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10500

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

$322K

$6849 / participant

Other / not subdivided$322K100.0%

% of EOY assets

6.351%

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

$79,192

$77,908+1.6%

$149,696-47.1%

$75,173+5.3%

Participation rate

72.3%

65.6%+6.8pp

78.8%-6.4pp

67.2%+5.1pp

Annual return

31.31%

31.73%-0.4pp

134.46%-103.2pp

160.72%-129.4pp

Employer contribution / active EE

$1,355

$3,138-56.8%

$4,821-71.9%

$2,671-49.3%

Participant deferral / active EE

$4,566

$3,411+33.8%

$5,682-19.6%

$4,126+10.6%

Admin fee / account holder

$5,030

$5,950-15.5%

$13,212-61.9%

$5,651-11.0%

403(B) THRIFT PLAN OF MT. BAKER PLANNED PARENTHOOD

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF MT. BAKER PLANNED PARENTHOOD

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