Retirement plan

WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN

Name: WARREN COUNTY HEAD START, INC. - WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: WARREN COUNTY HEAD START, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN, WARREN COUNTY HEAD START, INC.

WARREN COUNTY HEAD START, INC.EIN 13-3230609Plan #001PY 2018

11 PEARL STREET - GLENS FALLS, NY 12801518-798-7555warrencountyheadstartny.orgLinkedIn51-200 employees

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.4M

+11.6% from 2017

Total participants

-4.4% from 2017

Average account balance

$16,531

+12.9% from 2017

Annual return

6.84%

-4.90 pp from 2017

Benchmarks

See 3,833 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,833 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

161.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

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

+20.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$20K

$337 / participant

Other / not subdivided$20K100.0%

% of EOY assets

1.384%

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

$16,531

$43,338-61.9%

$59,887-72.4%

$64,173-74.2%

Participation rate

100.0%

69.2%+30.8pp

74.7%+25.3pp

69.6%+30.4pp

Annual return

6.84%

-1.55%+8.4pp

3.46%+3.4pp

7.63%-0.8pp

Employer contribution / active EE

$816

$2,030-59.8%

$2,722-70.0%

$2,381-65.7%

Participant deferral / active EE

$427

$2,547-83.2%

$3,402-87.4%

$3,470-87.7%

Admin fee / account holder

$229

$3,007-92.4%

$3,591-93.6%

$4,887-95.3%

WARREN COUNTY HEAD START, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARREN COUNTY HEAD START, 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