Retirement plan

EMPLOYEE BENEFIT PLAN OF ELDERLY HOUSING MANAGEMENT INC

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

ELDERLY HOUSING MANAGEMENT INCEIN 06-6049011Plan #002PY 2017

127 WASHINGTON AVE STE 5 - NORTH HAVEN, CT 064731715203-230-4809ehmchm.orgLinkedIn1-10 employeesgovernment administration

Other plans on this EIN

1 filing

#003Retirement-$350K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$11.9M

+13.6% from 2016

Total participants

390

+4.6% from 2016

Average account balance

$30,645

+8.3% from 2016

Annual return

11.23%

+3.46 pp from 2016

Benchmarks

See 565 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort565 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.55M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

413

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$922K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Participant...	$8,608

Plan features & details

Pension benefit codes2F2T2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$16 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.044%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,645

$46,966-34.8%

$185,117-83.4%

$69,631-56.0%

Participation rate

99.7%

65.3%+34.4pp

77.3%+22.4pp

70.7%+29.0pp

Annual return

11.23%

22.36%-11.1pp

40.50%-29.3pp

27571.02%-27559.8pp

Employer contribution / active EE

$1,859

$1,360+36.7%

$4,182-55.5%

$2,032-8.5%

Participant deferral / active EE

$1,235

$3,017-59.1%

$5,045-75.5%

$3,224-61.7%

Admin fee / account holder

$14

$94-85.6%

$8,159-99.8%

$110-87.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Participant...

$8,608

EMPLOYEE BENEFIT PLAN OF ELDERLY HOUSING MANAGEMENT INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ELDERLY HOUSING MANAGEMENT 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