Retirement plan

BOYS & GIRLS CLUB OF THE FOOTHILLS PENSION PLAN

Name: BOYS & GIRLS CLUBS OF THE FOOTHILLS - BOYS & GIRLS CLUB OF THE FOOTHILLS PENSION PLAN (2020) Form 5500
Creator: BOYS & GIRLS CLUBS OF THE FOOTHILLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYS & GIRLS CLUB OF THE FOOTHILLS PENSION PLAN, BOYS & GIRLS CLUBS OF THE FOOTHILLS

BOYS & GIRLS CLUBS OF THE FOOTHILLSEIN 95-4453545Plan #001PY 2020

PO BOX 2386 - MONROVIA, CA 910176386626-305-5353foothillsbgc.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$324K

+18.5% from 2019

Total participants

+68.8% from 2019

Average account balance

$12,449

-36.2% from 2019

Annual return

4.45%

-1.18 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$676K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

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

+15.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$266

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$1K

$91 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.449%

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

$12,449

$100,938-87.7%

$90,461-86.2%

$158,982-92.2%

Participation rate

93.8%

75.0%+18.7pp

72.7%+21.1pp

82.0%+11.8pp

Annual return

4.45%

1727.20%-1722.8pp

1294.76%-1290.3pp

302.99%-298.5pp

Employer contribution / active EE

$2,493

$3,691-32.5%

$3,264-23.6%

$4,763-47.7%

Participant deferral / active EE

$4,350-100.0%

$3,964-100.0%

$5,983-100.0%

Admin fee / account holder

$56

$6,510-99.1%

$5,617-99.0%

$11,252-99.5%

BOYS & GIRLS CLUB OF THE FOOTHILLS PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYS & GIRLS CLUB OF THE FOOTHILLS PENSION 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