Retirement plan

403(B) THRIFT PLAN OF THE GROWING PLACE THE GROWING PLACE

Name: THE GROWING PLACE - 403(B) THRIFT PLAN OF THE GROWING PLACE THE GROWING PLACE (2017) Form 5500
Creator: THE GROWING PLACE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE GROWING PLACE THE GROWING PLACE, THE GROWING PLACE

THE GROWING PLACEEIN 95-3984983Plan #002PY 2017

401 ASHLAND AVE - SANTA MONICA, CA 904054311310-399-7769growingplace.orgLinkedIn11-50 employeeseducation management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.4M

+25.5% from 2016

Total participants

+4.8% from 2016

Average account balance

$15,769

+19.8% from 2016

Annual return

12.13%

+12.49 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.47M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

159

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.

87.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$475K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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

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 codes2F2S2T

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).
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$134 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.386%

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

$15,769

$53,128-70.3%

$86,582-81.8%

$70,126-77.5%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

12.13%

27.66%-15.5pp

965.08%-952.9pp

73.15%-61.0pp

Employer contribution / active EE

$1,129

$2,068-45.4%

$2,839-60.2%

$2,343-51.8%

Participant deferral / active EE

$2,685

$2,695-0.4%

$3,609-25.6%

$3,332-19.4%

Admin fee / account holder

$61

$3,584-98.3%

$4,904-98.8%

$4,645-98.7%

403(B) THRIFT PLAN OF THE GROWING PLACE THE GROWING PLACE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE GROWING PLACE THE GROWING PLACE

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