Retirement plan

403(B) THRIFT PLAN OF BREATHE CALIFORNIA, GOLDEN G GATE PUBLIC HEALTH PARTNERSHIP

Name: BREATHE CALIFORNIA, GOLDEN GATE PUB LIC HEALTH PARTNERSHIP - 403(B) THRIFT PLAN OF BREATHE CALIFORNIA, GOLDEN G GATE PUBLIC HEALTH PARTNERSHIP (2015) Form 5500
Creator: BREATHE CALIFORNIA, GOLDEN GATE PUB LIC HEALTH PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF BREATHE CALIFORNIA, GOLDEN G GATE PUBLIC HEALTH PARTNERSHIP, BREATHE CALIFORNIA, GOLDEN GATE PUB LIC HEALTH PARTNERSHIP

BREATHE CALIFORNIA, GOLDEN GATE PUB LIC HEALTH PARTNERSHIPEIN 94-0836760Plan #002PY 2015

1 SUTTER ST STE 225 - SAN FRANCISCO, CA 941044924650-994-5868LinkedIn1-10 employees

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$313K

No prior year

Total participants

No prior year

Average account balance

$44,711

No prior year

Annual return

-0.69%

No prior year

Benchmarks

See 26,344 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,344 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$358K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

266.7%

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3133

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 codes2F2G2L

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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$987

$141 / participant

Other / not subdivided$987100.0%

% of EOY assets

0.315%

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

$44,711

$84,694-47.2%

$73,843-39.5%

$125,392-64.3%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.69%

3123.66%-3124.4pp

2267.91%-2268.6pp

282.23%-282.9pp

Employer contribution / active EE

$3,123-100.0%

$2,787-100.0%

$4,866-100.0%

Participant deferral / active EE

$3,296

$3,992-17.5%

$3,583-8.0%

$5,351-38.4%

Admin fee / account holder

$141

$5,691-97.5%

$4,880-97.1%

$9,541-98.5%

403(B) THRIFT PLAN OF BREATHE CALIFORNIA, GOLDEN G GATE PUBLIC HEALTH PARTNERSHIP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF BREATHE CALIFORNIA, GOLDEN G GATE PUBLIC HEALTH PARTNERSHIP

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