Retirement plan

THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST

Name: THE JANE GOODALL INSTITUTE - THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: THE JANE GOODALL INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST, THE JANE GOODALL INSTITUTE

THE JANE GOODALL INSTITUTEEIN 94-2474731Plan #001PY 2024

1120 20TH STREET, SUITE 520S - WASHINGTON, DC 20036703-682-9220janegoodall.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.4M

+21.5% from 2023

Total participants

+8.6% from 2023

Average account balance

$88,936

+18.1% from 2023

Annual return

12.74%

-5.73 pp from 2023

Benchmarks

See 10,689 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,689 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.40M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$584K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2095

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 codes2E2F2G2J2T3D

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

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

$151K

$3428 / participant

Other / not subdivided$151K100.0%

% of EOY assets

2.355%

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

$88,936

$58,234+52.7%

$81,783+8.7%

$80,874+10.0%

Participation rate

90.9%

63.4%+27.5pp

72.4%+18.6pp

67.6%+23.3pp

Annual return

12.74%

41.70%-29.0pp

775.05%-762.3pp

35.62%-22.9pp

Employer contribution / active EE

$5,107

$2,341+118.1%

$2,913+75.4%

$2,756+85.3%

Participant deferral / active EE

$8,155

$3,283+148.4%

$4,320+88.8%

$4,297+89.8%

Admin fee / account holder

$2,095

$4,982-57.9%

$7,380-71.6%

$6,935-69.8%

THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST

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