Retirement plan

THORPE HOUSING DEVELOPMENT FUND CO., INC. PROFIT SHARING PLAN

Name: THORPE HOUSING DEVELOPMENT FUND CO. - THORPE HOUSING DEVELOPMENT FUND CO., INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: THORPE HOUSING DEVELOPMENT FUND CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THORPE HOUSING DEVELOPMENT FUND CO., INC. PROFIT SHARING PLAN, THORPE HOUSING DEVELOPMENT FUND CO.

THORPE HOUSING DEVELOPMENT FUND CO.EIN 13-2986206Plan #001PY 2016

6 THORPE DRIVE, P. O. BOX 254 - SPARKILL, NY 10976845-359-0454LinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$53,416

No prior year

Annual return

5.80%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

103.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

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

+14.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9243

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 codes2E2G2J2T3D3H

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.
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

1 tripped

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

$33K

$1144 / participant

Other / not subdivided$33K100.0%

% of EOY assets

2.218%

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

$53,416

$77,638-31.2%

$156,551-65.9%

$62,881-15.1%

Participation rate

89.7%

71.2%+18.5pp

84.0%+5.6pp

69.3%+20.4pp

Annual return

5.80%

50.33%-44.5pp

32.23%-26.4pp

20.14%-14.3pp

Employer contribution / active EE

$1,768

$3,444-48.7%

$5,501-67.9%

$2,281-22.5%

Participant deferral / active EE

$4,811

$3,046+58.0%

$4,871-1.2%

$3,203+50.2%

Admin fee / account holder

$1,185

$5,561-78.7%

$13,028-90.9%

$4,296-72.4%

THORPE HOUSING DEVELOPMENT FUND CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THORPE HOUSING DEVELOPMENT FUND CO., INC. PROFIT SHARING 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