Retirement plan

EMPLOYEE BENEFIT PLAN OF DAWN - DOMESTIC ABUSE WOMEN S NETWORK

Name: DAWN - DOMESTIC ABUSE WOMEN S NETWORK - EMPLOYEE BENEFIT PLAN OF DAWN - DOMESTIC ABUSE WOMEN S NETWORK (2020) Form 5500
Creator: DAWN - DOMESTIC ABUSE WOMEN S NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF DAWN - DOMESTIC ABUSE WOMEN S NETWORK, DAWN - DOMESTIC ABUSE WOMEN S NETWORK

DAWN - DOMESTIC ABUSE WOMEN S NETWORKEIN 91-1176122Plan #001PY 2020

PO BOX 1449 - KENT, WA 980351449253-893-1600

Prospect flagsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$226K

-10.0% from 2019

Total participants

-17.6% from 2019

Average account balance

$8,054

+6.0% from 2019

Annual return

6.71%

-14.83 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$326K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$210

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

+29.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4324

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 codes2F2G2T3D

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.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$86K

$9577 / participant

Other / not subdivided$86K100.0%

% of EOY assets

38.220%

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

$8,054

$209,428-96.2%

$178,498-95.5%

$158,950-94.9%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

6.71%

188.78%-182.1pp

151.09%-144.4pp

302.91%-296.2pp

Employer contribution / active EE

$313

$5,707-94.5%

$5,011-93.7%

$4,762-93.4%

Participant deferral / active EE

$4,549

$5,955-23.6%

$5,202-12.6%

$5,983-24.0%

Admin fee / account holder

$3,078

$17,077-82.0%

$13,985-78.0%

$11,248-72.6%

EMPLOYEE BENEFIT PLAN OF DAWN - DOMESTIC ABUSE WOMEN S NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF DAWN - DOMESTIC ABUSE WOMEN S NETWORK

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