Retirement plan

403 B THRIFT PLAN OF MT BAKER COUNCIL BOY SCOUTS OF AMERICA

Name: MT BAKER COUNCIL BOY SCOUTS OF AMER ICA - 403 B THRIFT PLAN OF MT BAKER COUNCIL BOY SCOUTS OF AMERICA (2017) Form 5500
Creator: MT BAKER COUNCIL BOY SCOUTS OF AMER ICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF MT BAKER COUNCIL BOY SCOUTS OF AMERICA, MT BAKER COUNCIL BOY SCOUTS OF AMER ICA

MT BAKER COUNCIL BOY SCOUTS OF AMER ICAEIN 91-1622046Plan #002PY 2017

1715 100TH PL SE STE B - EVERETT, WA 982083846425-338-0380

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$650K

+2.6% from 2016

Total participants

-6.3% from 2016

Average account balance

$43,335

+9.5% from 2016

Annual return

12.37%

+5.20 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$936K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2281

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 codes2F2L2M2G3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$137K

$10523 / participant

Other / not subdivided$137K100.0%

% of EOY assets

21.046%

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

$43,335

$73,518-41.1%

$63,003-31.2%

$147,585-70.6%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

12.37%

175.46%-163.1pp

87.59%-75.2pp

578.57%-566.2pp

Employer contribution / active EE

$1,552

$3,322-53.3%

$2,760-43.8%

$4,876-68.2%

Participant deferral / active EE

$4,234

$4,183+1.2%

$3,329+27.2%

$5,439-22.1%

Admin fee / account holder

$9,120

$5,952+53.2%

$3,600+153.3%

$10,885-16.2%

403 B THRIFT PLAN OF MT BAKER COUNCIL BOY SCOUTS OF AMERICA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF MT BAKER COUNCIL BOY SCOUTS OF AMERICA

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