Retirement plan

YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN

Name: YELED VYALDA E.C.C., INC. - YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN (2017) Form 5500
Creator: YELED VYALDA E.C.C., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN, YELED VYALDA E.C.C., INC.

YELED VYALDA E.C.C., INC.EIN 11-3050340Plan #003PY 2017

1312 38TH ST - BROOKLYN, NY 11218718-686-3700LinkedIn201-500 employeesindividual & family services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$5.8M

+22.3% from 2016

Total participants

481

+3.4% from 2016

Average account balance

$11,967

+18.2% from 2016

Annual return

14.91%

+9.64 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.58M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

788

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

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 3 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 · EIN 31-4156830	Recordkeeping	$72,334
KESTRA INVESTMENT SERVICES LLC2 years Service code 22	Insurance Broker	$52,374
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA INVESTMENT SERVICE LLC Service code 27 · EIN 74-2794194	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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: LOEB & TROPER
Auditor EIN: 131517563
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,967

$46,173-74.1%

$170,435-93.0%

$69,631-82.8%

Participation rate

100.0%

63.9%+36.1pp

83.6%+16.4pp

70.7%+29.3pp

Annual return

14.91%

21.62%-6.7pp

205.94%-191.0pp

27571.02%-27556.1pp

Employer contribution / active EE

$894

$1,610-44.5%

$5,432-83.5%

$2,032-56.0%

Participant deferral / active EE

$1,313

$2,080-36.9%

$4,939-73.4%

$3,224-59.3%

Admin fee / account holder

$116-100.0%

$13,881-100.0%

$110-100.0%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15 · EIN 31-4156830

Recordkeeping

$72,334

KESTRA INVESTMENT SERVICES LLC2 years

Service code 22

Insurance Broker

$52,374

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA INVESTMENT SERVICE LLC

Service code 27 · EIN 74-2794194

Advisory (Plan)

YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YELED VYALDA E.C.C., INC. EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion