Retirement plan

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC.

Name: VALLEY VIEW SCHOOL, INC. - EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC. (2018) 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.EIN 04-2859592Plan #003PY 2018

91 OAKHAM RD - NORTH BROOKFIELD, MA 015352031508-867-6505valleyviewschool.orgLinkedIn11-50 employeesprimary/secondary education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$480K

+5.2% from 2017

Total participants

+9.1% from 2017

Average account balance

$20,862

-8.5% from 2017

Annual return

5.50%

-3.80 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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 codes2F2T3D

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).
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

$55K

$3069 / participant

Other / not subdivided$55K100.0%

% of EOY assets

11.512%

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

$20,862

$69,541-70.0%

$59,899-65.2%

$135,380-84.6%

Participation rate

94.4%

77.8%+16.6pp

74.7%+19.7pp

82.6%+11.8pp

Annual return

5.50%

7.95%-2.4pp

3.46%+2.0pp

519.81%-514.3pp

Employer contribution / active EE

$1,109

$3,236-65.7%

$2,723-59.3%

$4,779-76.8%

Participant deferral / active EE

$1,666

$4,206-60.4%

$3,402-51.0%

$5,609-70.3%

Admin fee / account holder

$2,402

$5,737-58.1%

$3,592-33.1%

$10,828-77.8%

EMPLOYEE BENEFIT PLAN OF 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.

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