Retirement plan

THE FORSYTH INSTITUTE DEFINED CONTRIBUTION PLAN

Name: FORSYTH DENTAL INFIRMARY FOR CHILDREN DBA THE FORSYTH INSTITUTE - THE FORSYTH INSTITUTE DEFINED CONTRIBUTION PLAN (2017) Form 5500
Creator: FORSYTH DENTAL INFIRMARY FOR CHILDREN DBA THE FORSYTH INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FORSYTH INSTITUTE DEFINED CONTRIBUTION PLAN, FORSYTH DENTAL INFIRMARY FOR CHILDREN DBA THE FORSYTH INSTITUTE

FORSYTH DENTAL INFIRMARY FOR CHILDREN DBA THE FORSYTH INSTITUTEEIN 04-2104230Plan #001PY 2017

245 FIRST STREET - CAMBRIDGE, MA 02142617-892-8367forsyth.orgLinkedIn51-200 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$72.8M

+11.2% from 2016

Total participants

530

-2.6% from 2016

Average account balance

$137,887

+11.4% from 2016

Annual return

17.44%

+9.75 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$78.86M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

562

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117

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 codes2F2G2L2M2T

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRANT THORNTON, LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,887

$80,753+70.8%

$136,298+1.2%

$62,293+121.4%

Participation rate

98.1%

73.5%+24.6pp

81.9%+16.2pp

69.5%+28.6pp

Annual return

17.44%

35.83%-18.4pp

5156.27%-5138.8pp

28.90%-11.5pp

Employer contribution / active EE

$6,763

$2,884+134.5%

$4,696+44.0%

$2,042+231.2%

Participant deferral / active EE

$7,312

$5,164+41.6%

$6,247+17.0%

$3,169+130.7%

Admin fee / account holder

$525-100.0%

$9,244-100.0%

$479-100.0%

THE FORSYTH INSTITUTE DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE FORSYTH INSTITUTE DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion