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 (2021) 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 2021

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

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$472K

+45.9% from 2020

Total participants

-25.9% from 2020

Average account balance

$24,850

+99.6% from 2020

Annual return

37.53%

+33.08 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$8K

$599 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.777%

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

$24,850

$109,905-77.4%

$98,506-74.8%

$167,553-85.2%

Participation rate

92.9%

75.8%+17.0pp

73.3%+19.5pp

82.1%+10.7pp

Annual return

37.53%

1960.20%-1922.7pp

1494.92%-1457.4pp

478.89%-441.4pp

Employer contribution / active EE

$2,497

$3,226-22.6%

$2,961-15.7%

$4,840-48.4%

Participant deferral / active EE

$4,674-100.0%

$4,277-100.0%

$6,343-100.0%

Admin fee / account holder

$441

$6,760-93.5%

$5,955-92.6%

$12,316-96.4%

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