Retirement plan

GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN

Name: GUIDE DOGS FOR THE BLIND, INC. - GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN (2017) Form 5500
Creator: GUIDE DOGS FOR THE BLIND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN, GUIDE DOGS FOR THE BLIND, INC.

GUIDE DOGS FOR THE BLIND, INC.EIN 94-1196195Plan #002PY 2017

350 LOS RANCHITOS ROAD - SAN RAFAEL, CA 94903415-499-4000LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$37.3M

+15.3% from 2016

Total participants

366

+4.0% from 2016

Average account balance

$107,509

+11.3% from 2016

Annual return

17.80%

+9.03 pp from 2016

Benchmarks

See 942 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort942 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$66.51M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

445

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP. INC. Service code 15 · EIN 23-1945930	Recordkeeping	$15,363
THE VANGUARD GROUP, INC.3+ years Service code 99	Other Fees	$0

Plan features & details

Pension benefit codes2F2G2M2R2S2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$15K

$53 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOOD & STRONG LLP
Auditor EIN: 941254756
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$107,509

$74,552+44.2%

$63,018+70.6%

$69,631+54.4%

Participation rate

93.4%

78.3%+15.1pp

74.8%+18.6pp

70.7%+22.7pp

Annual return

17.80%

15.77%+2.0pp

87.62%-69.8pp

27571.02%-27553.2pp

Employer contribution / active EE

$2,180

$2,929-25.6%

$2,761-21.0%

$2,032+7.3%

Participant deferral / active EE

$5,029

$2,974+69.1%

$3,330+51.0%

$3,224+56.0%

Admin fee / account holder

$44

$59-26.4%

$3,601-98.8%

$110-60.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Filed as: THE VANGUARD GROUP. INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$15,363

THE VANGUARD GROUP, INC.3+ years

Service code 99

Other Fees

GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUIDE DOGS FOR THE BLIND, INC. 403(B) 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