Retirement plan

BILL WILSON CENTER RETIREMENT PLAN III

Name: BILL WILSON CENTER - BILL WILSON CENTER RETIREMENT PLAN III (2023) Form 5500
Creator: BILL WILSON CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL WILSON CENTER RETIREMENT PLAN III, BILL WILSON CENTER

BILL WILSON CENTEREIN 94-2221849Plan #003PY 2023

3490 THE ALAMEDA - SANTA CLARA, CA 950504333408-243-0222billwilsoncenter.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8.8M

+15.5% from 2022

Total participants

456

+5.3% from 2022

Average account balance

$19,305

-18.4% from 2022

Annual return

9.43%

+22.97 pp from 2022

Benchmarks

See 5,708 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,708 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.53M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

394

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.

44.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$924K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE ROSE FINANCIAL GROUP LLC7 years Service code 15 · EIN 35-2130755	Recordkeeping	$3,652

Plan features & details

Pension benefit codes2E2J2F2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$31K

$140 / participant

Contract admin$31K100.0%

% of EOY assets

0.349%

all-in expense ratio

Categories reported

1 / 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: LONG & ASSOCIATES
Auditor EIN: 352009629
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,305

$61,356-68.5%

$149,696-87.1%

$71,511-73.0%

Participation rate

100.0%

62.5%+37.5pp

78.8%+21.2pp

67.9%+32.1pp

Annual return

9.43%

35.86%-26.4pp

134.46%-125.0pp

28.86%-19.4pp

Employer contribution / active EE

$1,983

$2,382-16.7%

$4,821-58.9%

$2,589-23.4%

Participant deferral / active EE

$1,338

$2,920-54.2%

$5,682-76.4%

$4,291-68.8%

Admin fee / account holder

$67

$1,263-94.7%

$13,212-99.5%

$1,588-95.8%

Provider

Service type

Compensation

THE ROSE FINANCIAL GROUP LLC7 years

Service code 15 · EIN 35-2130755

Recordkeeping

$3,652

BILL WILSON CENTER RETIREMENT PLAN III

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL WILSON CENTER RETIREMENT PLAN III

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