Retirement plan

ARI OF CONNECTICUT, INC. PENSION PLAN

Name: ARI OF CONNECTICUT, INC. - ARI OF CONNECTICUT, INC. PENSION PLAN (2017) Form 5500
Creator: ARI OF CONNECTICUT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARI OF CONNECTICUT, INC. PENSION PLAN, ARI OF CONNECTICUT, INC.

ARI OF CONNECTICUT, INC.EIN 06-0712017Plan #001PY 2017

174 RICHMOND HILL AVE. - STAMFORD, CT 06902203-324-9258arict.orgLinkedIn11-50 employeesmental health care

Other plans on this EIN

1 filing

#002Retirement-$897K assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.7M

+15.2% from 2016

Total participants

-5.2% from 2016

Average account balance

$22,352

+19.8% from 2016

Annual return

12.94%

+5.48 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.25M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

110.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1780

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 codes2C2E2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$76K

$1062 / participant

Other / not subdivided$76K100.0%

% of EOY assets

4.560%

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

$22,352

$84,236-73.5%

$170,435-86.9%

$70,126-68.1%

Participation rate

77.8%

70.8%+6.9pp

83.6%-5.8pp

69.5%+8.2pp

Annual return

12.94%

23.06%-10.1pp

205.94%-193.0pp

73.15%-60.2pp

Employer contribution / active EE

$1,408

$3,387-58.4%

$5,432-74.1%

$2,343-39.9%

Participant deferral / active EE

$3,086-100.0%

$4,939-100.0%

$3,332-100.0%

Admin fee / account holder

$1,019

$5,698-82.1%

$13,881-92.7%

$4,645-78.1%

ARI OF CONNECTICUT, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARI OF CONNECTICUT, INC. PENSION 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