Retirement plan

EMPLOYEE BENEFIT PLAN OF NATIONAL EAP, INC.

Name: NATIONAL EAP, INC. - EMPLOYEE BENEFIT PLAN OF NATIONAL EAP, INC. (2016) Form 5500
Creator: NATIONAL EAP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NATIONAL EAP, INC., NATIONAL EAP, INC.

NATIONAL EAP, INC.EIN 11-3533680Plan #001PY 2016

490 WHEELER RD STE 102 - HAUPPAUGE, NY 11788631-588-8102nationaleap.comLinkedIn11-50 employeesmental health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$608K

+14.2% from 2015

Total participants

+18.2% from 2015

Average account balance

$46,772

-3.4% from 2015

Annual return

4.02%

+4.55 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$687

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 codes2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$132

$19 / participant

Other / not subdivided$132100.0%

% of EOY assets

0.022%

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

$46,772

$181,896-74.3%

$156,551-70.1%

$273,972-82.9%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

4.02%

30.74%-26.7pp

32.23%-28.2pp

41.46%-37.4pp

Employer contribution / active EE

$2,303

$6,248-63.1%

$5,501-58.1%

$4,869-52.7%

Participant deferral / active EE

$5,419

$5,550-2.4%

$4,871+11.2%

$5,287+2.5%

Admin fee / account holder

$10

$15,560-99.9%

$13,028-99.9%

$10,133-99.9%

EMPLOYEE BENEFIT PLAN OF NATIONAL EAP, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NATIONAL EAP, 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