Retirement plan

NEW HAMPSHIRE BAR ASSOCIATION PENSION PLAN

Name: NEW HAMPSHIRE BAR ASSOCIATION - NEW HAMPSHIRE BAR ASSOCIATION PENSION PLAN (2018) Form 5500
Creator: NEW HAMPSHIRE BAR ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW HAMPSHIRE BAR ASSOCIATION PENSION PLAN, NEW HAMPSHIRE BAR ASSOCIATION

NEW HAMPSHIRE BAR ASSOCIATIONEIN 02-0275780Plan #001PY 2018

2 PILLSBURY ST STE 300 - CONCORD, NH 033013502603-224-6942nhbar.orgLinkedIn11-50 employeescivic & social organization

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+11.9% from 2017

Total participants

-1.9% from 2017

Average account balance

$59,875

+14.1% from 2017

Annual return

8.85%

-2.10 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-81.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2T3D2C2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$45K

$1446 / participant

Other / not subdivided$45K100.0%

% of EOY assets

1.468%

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

$59,875

$77,816-23.1%

$123,549-51.5%

$64,186-6.7%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

8.85%

12.49%-3.6pp

119.20%-110.4pp

7.63%+1.2pp

Employer contribution / active EE

$3,910

$3,014+29.7%

$4,628-15.5%

$2,381+64.2%

Participant deferral / active EE

$5,240-100.0%

$6,426-100.0%

$3,470-100.0%

Admin fee / account holder

$879

$5,519-84.1%

$9,284-90.5%

$4,888-82.0%

NEW HAMPSHIRE BAR ASSOCIATION PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW HAMPSHIRE BAR ASSOCIATION 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