Retirement plan

THE BEECHWOOD ORGANIZATION 401(K) PLAN

Name: THE BEECHWOOD ORGANIZATION - THE BEECHWOOD ORGANIZATION 401(K) PLAN (2016) Form 5500
Creator: THE BEECHWOOD ORGANIZATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BEECHWOOD ORGANIZATION 401(K) PLAN, THE BEECHWOOD ORGANIZATION

THE BEECHWOOD ORGANIZATIONEIN 11-2825424Plan #001PY 2016

200 ROBBINS LANE, SUITE D1 - JERICHO, NY 11753516-935-5555

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.3M

+17.0% from 2015

Total participants

130

-3.7% from 2015

Average account balance

$40,097

+21.2% from 2015

Annual return

7.88%

+6.20 pp from 2015

Benchmarks

See 2,382 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,382 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.75M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

145

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.

61.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$860K

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

+20.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping fees; Claims processing	$14,281
UNITED BENEFIT PENSIONS INC.2+ years Service code 13 · EIN 36-4517541 35 PINELAWN ROAD · MELVILLE, NY 11747	Contract Administrator	$3,033
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES AGENCY INC. Service code 22 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086	Insurance Broker	$0

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$36 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.127%

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: G.R. REID ASSOCIATES, LLP
Auditor EIN: 203704273
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,097

$52,884-24.2%

$84,753-52.7%

$55,167-27.3%

Participation rate

59.8%

67.5%-7.7pp

76.6%-16.8pp

69.0%-9.2pp

Annual return

7.88%

18.03%-10.1pp

22.78%-14.9pp

169.23%-161.3pp

Employer contribution / active EE

$2,233-100.0%

$3,574-100.0%

$1,963-100.0%

Participant deferral / active EE

$3,549

$2,644+34.2%

$3,712-4.4%

$3,054+16.2%

Admin fee / account holder

$51

$581-91.2%

$5,333-99.0%

$504-89.9%

Provider

Service type

Compensation

NATIONWIDE2+ years

Filed as: NATIONWIDE LIFE INSURANCE COMPANY

Service code 12 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping fees; Claims processing

$14,281

UNITED BENEFIT PENSIONS INC.2+ years

Service code 13 · EIN 36-4517541

35 PINELAWN ROAD · MELVILLE, NY 11747

Contract Administrator

$3,033

UBS FINANCIAL SERVICES INC2+ years

Filed as: UBS FINANCIAL SERVICES AGENCY INC.

Service code 22

1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086

Insurance Broker

THE BEECHWOOD ORGANIZATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BEECHWOOD ORGANIZATION 401(K) 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