Retirement plan

EMPLOYEE BENEFIT PLAN OF 123-24 ROCKAWAY BOULEVARD CORPORATION DBA

Name: 123-24 ROCKAWAY BOULEVARD CORPORATI ON D/B/A NEW ERA LUMBER INDUSTRIES - EMPLOYEE BENEFIT PLAN OF 123-24 ROCKAWAY BOULEVARD CORPORATION DBA (2016) Form 5500
Creator: 123-24 ROCKAWAY BOULEVARD CORPORATI ON D/B/A NEW ERA LUMBER INDUSTRIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF 123-24 ROCKAWAY BOULEVARD CORPORATION DBA, 123-24 ROCKAWAY BOULEVARD CORPORATI ON D/B/A NEW ERA LUMBER INDUSTRIES

123-24 ROCKAWAY BOULEVARD CORPORATI ON D/B/A NEW ERA LUMBER INDUSTRIESEIN 11-2616961Plan #001PY 2016

PO BOX 200097 - SOUTH OZONE PARK, NY 11420718-835-8400

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$86,562

No prior year

Annual return

3.80%

No prior year

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6351

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$9K

$784 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.725%

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

$86,562

$93,346-7.3%

$71,796+20.6%

$273,972-68.4%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

3.80%

130.39%-126.6pp

78.04%-74.2pp

41.46%-37.7pp

Employer contribution / active EE

$2,687

$2,733-1.7%

$1,924+39.6%

$4,869-44.8%

Participant deferral / active EE

$6,764

$3,475+94.6%

$2,794+142.0%

$5,287+27.9%

Admin fee / account holder

$627

$6,571-90.5%

$4,815-87.0%

$10,133-93.8%

EMPLOYEE BENEFIT PLAN OF 123-24 ROCKAWAY BOULEVARD CORPORATION DBA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF 123-24 ROCKAWAY BOULEVARD CORPORATION DBA

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