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 (2022) 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 2022

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)

$2.7M

-7.5% from 2021

Total participants

+7.1% from 2021

Average account balance

$53,757

-3.8% from 2021

Annual return

-13.14%

-32.29 pp from 2021

Benchmarks

See 9,364 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,364 peers

Snapshot2022

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

$3417 / participant

Other / not subdivided$116K100.0%

% of EOY assets

4.322%

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

$53,757

$54,357-1.1%

$82,706-35.0%

$68,495-21.5%

Participation rate

70.6%

63.9%+6.7pp

72.6%-2.0pp

67.9%+2.7pp

Annual return

-13.14%

-13.67%+0.5pp

701.76%-714.9pp

-7.84%-5.3pp

Employer contribution / active EE

$2,012

$2,218-9.3%

$3,007-33.1%

$2,596-22.5%

Participant deferral / active EE

$5,156

$3,246+58.8%

$4,394+17.4%

$4,028+28.0%

Admin fee / account holder

$2,323

$4,396-47.1%

$5,329-56.4%

$5,403-57.0%

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