Retirement plan

AUBURNDALE COMMUNITY NURSERY SCHOOL INC 401K PLAN

Name: AUBURNDALE COMM. NURSERY SCHOOL - AUBURNDALE COMMUNITY NURSERY SCHOOL INC 401K PLAN (2015) Form 5500
Creator: AUBURNDALE COMM. NURSERY SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUBURNDALE COMMUNITY NURSERY SCHOOL INC 401K PLAN, AUBURNDALE COMM. NURSERY SCHOOL

AUBURNDALE COMM. NURSERY SCHOOLEIN 04-2693932Plan #001PY 2015

85 ANDREWS ROAD - MARLBOROUGH, MA 01752978-460-1183

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$205K

No prior year

Total participants

No prior year

Average account balance

$15,749

No prior year

Annual return

-0.51%

No prior year

Benchmarks

See 2,454 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,454 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$356K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

52.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$607

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

+9.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2308

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$15,749

$40,264-60.9%

$57,349-72.5%

$59,633-73.6%

Participation rate

42.3%

69.2%-26.9pp

75.1%-32.8pp

68.7%-26.4pp

Annual return

-0.51%

27.51%-28.0pp

24.40%-24.9pp

2041.40%-2041.9pp

Employer contribution / active EE

$1,922-100.0%

$2,689-100.0%

$2,203-100.0%

Participant deferral / active EE

$1,077

$2,400-55.1%

$3,162-66.0%

$3,192-66.3%

Admin fee / account holder

$2,819-100.0%

$3,356-100.0%

$4,297-100.0%

AUBURNDALE COMMUNITY NURSERY SCHOOL INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AUBURNDALE COMMUNITY NURSERY SCHOOL INC 401K 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