Retirement plan

MAKE-A-WISH ALASKA AND WASHINGTON 403(B) RETIREMENT PLAN

Name: MAKE-A-WISH FOUNDATION OF ALASKA AND WASHINGTON - MAKE-A-WISH ALASKA AND WASHINGTON 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF ALASKA AND WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAKE-A-WISH ALASKA AND WASHINGTON 403(B) RETIREMENT PLAN, MAKE-A-WISH FOUNDATION OF ALASKA AND WASHINGTON

MAKE-A-WISH FOUNDATION OF ALASKA AND WASHINGTONEIN 91-1329433Plan #001PY 2017

811 FIRST AVE., SUITE 520 - SEATTLE, WA 98104206-623-5300LinkedIn11-50 employeesphilanthropy

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

-9.9% from 2016

Total participants

+4.4% from 2016

Average account balance

$44,942

-7.6% from 2016

Annual return

12.94%

+4.06 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.37M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

127.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$346K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2718

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$647K

$18474 / participant

Other / not subdivided$647K100.0%

% of EOY assets

36.890%

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

$44,942

$53,128-15.4%

$86,582-48.1%

$70,126-35.9%

Participation rate

77.1%

65.3%+11.8pp

73.5%+3.6pp

69.5%+7.6pp

Annual return

12.94%

27.66%-14.7pp

965.08%-952.1pp

73.15%-60.2pp

Employer contribution / active EE

$1,705

$2,068-17.6%

$2,839-40.0%

$2,343-27.2%

Participant deferral / active EE

$3,280

$2,695+21.7%

$3,609-9.1%

$3,332-1.6%

Admin fee / account holder

$16,579

$3,584+362.6%

$4,904+238.1%

$4,645+256.9%

MAKE-A-WISH ALASKA AND WASHINGTON 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAKE-A-WISH ALASKA AND WASHINGTON 403(B) RETIREMENT PLAN

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