Retirement plan

EMPLOYEE BENEFIT PLAN OF SCARSDALE EDGEMONT FAMILY COUNSELING SERVICE

Name: SCARSDALE EDGEMONT FAMILY COUNSELIN G SERVICE - EMPLOYEE BENEFIT PLAN OF SCARSDALE EDGEMONT FAMILY COUNSELING SERVICE (2016) Form 5500
Creator: SCARSDALE EDGEMONT FAMILY COUNSELIN G SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SCARSDALE EDGEMONT FAMILY COUNSELING SERVICE, SCARSDALE EDGEMONT FAMILY COUNSELIN G SERVICE

SCARSDALE EDGEMONT FAMILY COUNSELIN G SERVICEEIN 13-1739954Plan #001PY 2016

14 HARWOOD CT STE 405 - SCARSDALE, NY 10583914-723-3281

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$306K

+15.5% from 2015

Total participants

0.0% from 2015

Average account balance

$25,524

+25.1% from 2015

Annual return

8.03%

+9.01 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$780K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

257.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2C2F2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$679 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.773%

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

$25,524

$90,486-71.8%

$78,676-67.6%

$273,972-90.7%

Participation rate

87.5%

76.5%+11.0pp

73.6%+13.9pp

83.0%+4.5pp

Annual return

8.03%

75.62%-67.6pp

62.19%-54.2pp

41.46%-33.4pp

Employer contribution / active EE

$3,128

$3,175-1.5%

$2,850+9.8%

$4,869-35.8%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$453

$5,263-91.4%

$4,510-90.0%

$10,133-95.5%

EMPLOYEE BENEFIT PLAN OF SCARSDALE EDGEMONT FAMILY COUNSELING SERVICE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SCARSDALE EDGEMONT FAMILY COUNSELING SERVICE

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