Retirement plan

EMPLOYEE BENEFIT PLAN OF BETHEL COMMUNITY SERVICES FOUNDATION, INC.

Name: BETHEL COMMUNITY SERVICES FOUNDATION, INC. - EMPLOYEE BENEFIT PLAN OF BETHEL COMMUNITY SERVICES FOUNDATION, INC. (2019) Form 5500
Creator: BETHEL COMMUNITY SERVICES FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BETHEL COMMUNITY SERVICES FOUNDATION, INC., BETHEL COMMUNITY SERVICES FOUNDATION, INC.

BETHEL COMMUNITY SERVICES FOUNDATION, INC.EIN 92-0146538Plan #001PY 2019

PO BOX 2189 - BETHEL, AK 995592189907-543-1812

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$88K

+63.1% from 2018

Total participants

-50.0% from 2018

Average account balance

$88,274

+226.2% from 2018

Annual return

30.31%

+42.91 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$356K

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13341

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 codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$2K

$2101 / participant

Other / not subdivided$2K100.0%

% of EOY assets

2.380%

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

$88,274

$103,000-14.3%

$90,300-2.2%

$152,885-42.3%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

30.31%

95.19%-64.9pp

78.11%-47.8pp

345.39%-315.1pp

Employer contribution / active EE

$5,846

$3,138+86.3%

$2,854+104.8%

$4,763+22.7%

Participant deferral / active EE

$14,000

$4,281+227.1%

$3,884+260.4%

$5,851+139.3%

Admin fee / account holder

$2,101

$6,173-66.0%

$5,353-60.8%

$11,598-81.9%

EMPLOYEE BENEFIT PLAN OF BETHEL COMMUNITY SERVICES FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BETHEL COMMUNITY SERVICES FOUNDATION, INC.

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