Retirement plan

NEWINGTON COMMUNITY SERVICES, INC. RETIREMENT PLAN

Name: NEWINGTON COMMUNITY SERVICES, INC. - NEWINGTON COMMUNITY SERVICES, INC. RETIREMENT PLAN (2018) Form 5500
Creator: NEWINGTON COMMUNITY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWINGTON COMMUNITY SERVICES, INC. RETIREMENT PLAN, NEWINGTON COMMUNITY SERVICES, INC.

NEWINGTON COMMUNITY SERVICES, INC.EIN 06-0688982Plan #001PY 2018

20 BONAIR AVENUE - NEWINGTON, CT 06111860-666-0600newingtoncommunity.orgLinkedIn11-50 employeesindividual & family services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+15.8% from 2017

Total participants

-5.3% from 2017

Average account balance

$201,732

+22.2% from 2017

Annual return

11.25%

-0.19 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74720

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$157 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.078%

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

$201,732

$90,607+122.6%

$79,467+153.9%

$135,380+49.0%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

11.25%

977.74%-966.5pp

718.30%-707.1pp

519.81%-508.6pp

Employer contribution / active EE

$2,778

$3,068-9.5%

$2,800-0.8%

$4,779-41.9%

Participant deferral / active EE

$5,305

$4,050+31.0%

$3,704+43.2%

$5,609-5.4%

Admin fee / account holder

$157

$5,895-97.3%

$5,104-96.9%

$10,828-98.6%

NEWINGTON COMMUNITY SERVICES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEWINGTON COMMUNITY SERVICES, INC. RETIREMENT 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