Retirement plan

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC VALLEY VIEW SCHOOL, INC

Name: VALLEY VIEW SCHOOL, INC. - EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC VALLEY VIEW SCHOOL, INC (2017) Form 5500
Creator: VALLEY VIEW SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC VALLEY VIEW SCHOOL, INC, VALLEY VIEW SCHOOL, INC.

VALLEY VIEW SCHOOL, INC.EIN 04-2859592Plan #003PY 2017

91 OAKHAM RD - NORTH BROOKFIELD, MA 01535508-867-6505valleyviewschool.orgLinkedIn11-50 employeesprimary/secondary education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$456K

-47.2% from 2016

Total participants

-12.0% from 2016

Average account balance

$22,809

-34.0% from 2016

Annual return

9.30%

+10.84 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37486

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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

$542K

$33847 / participant

Other / not subdivided$542K100.0%

% of EOY assets

118.712%

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

$22,809

$73,518-69.0%

$63,003-63.8%

$147,585-84.5%

Participation rate

87.5%

77.9%+9.6pp

74.8%+12.7pp

82.8%+4.7pp

Annual return

9.30%

175.46%-166.2pp

87.59%-78.3pp

578.56%-569.3pp

Employer contribution / active EE

$1,239

$3,322-62.7%

$2,760-55.1%

$4,876-74.6%

Participant deferral / active EE

$2,118

$4,183-49.4%

$3,329-36.4%

$5,439-61.1%

Admin fee / account holder

$27,077

$5,952+354.9%

$3,600+652.1%

$10,885+148.7%

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC VALLEY VIEW SCHOOL, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC VALLEY VIEW SCHOOL, INC

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