Retirement plan

HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN

Name: HENRY DONEGER ASSOCIATES, INC. - HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN (2018) Form 5500
Creator: HENRY DONEGER ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN, HENRY DONEGER ASSOCIATES, INC.

HENRY DONEGER ASSOCIATES, INC.EIN 13-2500234Plan #001PY 2018

463 7TH AVENUE - NEW YORK, NY 100180000212-560-3760LinkedIn51-200 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$6.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.6M

-3.0% from 2017

Total participants

126

-9.4% from 2017

Average account balance

$110,346

-7.6% from 2017

Annual return

-4.65%

-22.91 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.60M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

224.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23576

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

Top 2 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS4+ years Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 86-1109193	Other Fees	$48,823
VOYA RETIREMENT INSURANCE & ANNUITY4+ years Service code 64 · EIN 71-0294708	Recordkeeping Fees	$750

Plan features & details

Pension benefit codes2E2F2G2J3D3H2T

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$750

$8 / participant

Other / not subdivided$750100.0%

% of EOY assets

0.006%

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: BERDON LLP
Auditor EIN: 130485070
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,346

$77,816+41.8%

$123,549-10.7%

$64,181+71.9%

Participation rate

77.2%

74.7%+2.5pp

82.3%-5.1pp

69.6%+7.6pp

Annual return

-4.65%

12.49%-17.1pp

119.20%-123.8pp

7.63%-12.3pp

Employer contribution / active EE

$3,014-100.0%

$4,628-100.0%

$2,381-100.0%

Participant deferral / active EE

$6,982

$5,240+33.2%

$6,426+8.7%

$3,470+101.2%

Admin fee / account holder

$5,519-99.9%

$9,284-99.9%

$4,887-99.9%

Provider

Service type

Compensation

AMERICAN FUNDS4+ years

Filed as: NEWPORT CAPITAL GROUP

Service code 99 · EIN 86-1109193

Other Fees

$48,823

VOYA RETIREMENT INSURANCE & ANNUITY4+ years

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$750

HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY DONEGER ASSOCIATES, INC. 401K SAVINGS 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