Retirement plan

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

Name: MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON - MAKE-A-WISH ALASKA AND WASHINGTON 403(B) RETIREMENT PLAN (2019) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF ALASKA & 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 & WASHINGTON

MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTONdba MAKE-A-WISH FOUNDATIONEIN 91-1329433Plan #001PY 2019

811 FIRST AVE. SUITE 620 - SEATTLE, WA 98104206-623-5300LinkedIn11-50 employeesphilanthropy

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+26.6% from 2018

Total participants

+6.0% from 2018

Average account balance

$42,753

+9.3% from 2018

Annual return

21.08%

+27.40 pp from 2018

Benchmarks

See 8,599 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,599 peers

Snapshot2019

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

$116K

$3328 / participant

Other / not subdivided$116K100.0%

% of EOY assets

5.342%

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

$42,753

$54,757-21.9%

$90,304-52.7%

$72,975-41.4%

Participation rate

94.3%

65.2%+29.1pp

73.3%+21.0pp

69.5%+24.8pp

Annual return

21.08%

30.63%-9.5pp

78.13%-57.0pp

81.01%-59.9pp

Employer contribution / active EE

$1,616

$2,093-22.8%

$2,855-43.4%

$2,440-33.8%

Participant deferral / active EE

$3,666

$2,887+27.0%

$3,885-5.6%

$3,608+1.6%

Admin fee / account holder

$2,284

$3,973-42.5%

$5,354-57.3%

$5,124-55.4%

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