Retirement plan

WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST

Name: WESTBURY JEEP CHRYSLER DODGE I - WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: WESTBURY JEEP CHRYSLER DODGE I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST, WESTBURY JEEP CHRYSLER DODGE I

WESTBURY JEEP CHRYSLER DODGE IEIN 11-2288005Plan #001PY 2018

111 BOND STREET - WESTBURY, NY 11590516-348-0479westburyjeep.comLinkedIn51-200 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.1M

+9.7% from 2017

Total participants

564

-10.6% from 2017

Average account balance

$17,298

+4.7% from 2017

Annual return

-1.09%

-13.79 pp from 2017

Benchmarks

See 592 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort592 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.93M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

279

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.

29.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.08M

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

+14.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$429

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 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$11,415
ORENDA RETIREMENT, LLC1 year Service code 13	Contract Administrator	$8,627
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085	Advisory (Plan)	$5,392
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979	Contract Administrator	$4,661

Plan features & details

Pension benefit codes2E2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$19K

$35 / participant

Investment mgmt$5K27.7%
Contract admin$14K72.3%

% of EOY assets

0.214%

all-in expense ratio

Categories reported

2 / 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: COOPER WILLIAMS, LLC
Auditor EIN: 273637149
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,298

$42,810-59.6%

$169,452-89.8%

$55,725-69.0%

Participation rate

93.1%

64.7%+28.4pp

77.8%+15.3pp

70.9%+22.2pp

Annual return

-1.09%

-3.61%+2.5pp

1.83%-2.9pp

244.93%-246.0pp

Employer contribution / active EE

$1,402-100.0%

$4,157-100.0%

$2,078-100.0%

Participant deferral / active EE

$2,058

$3,141-34.5%

$5,277-61.0%

$3,356-38.7%

Admin fee / account holder

$37

$106-65.2%

$9,110-99.6%

$115-67.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$11,415

ORENDA RETIREMENT, LLC1 year

Service code 13

Contract Administrator

$8,627

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH

Service code 27 · EIN 13-5674085

Advisory (Plan)

$5,392

ORENDA RETIREMENT, LLC1 year

Filed as: ORENDA RETIREMENT LLC

Service code 13 · EIN 36-4877979

Contract Administrator

$4,661

WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST

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