Retirement plan

EMPLOYEE BENEFIT PLAN OF ROCKLAND COUNCIL ON ALCOHOLISM, INC.

Name: ROCKLAND COUNCIL ON ALCOHOLISM, INC . - EMPLOYEE BENEFIT PLAN OF ROCKLAND COUNCIL ON ALCOHOLISM, INC. (2015) Form 5500
Creator: ROCKLAND COUNCIL ON ALCOHOLISM, INC .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ROCKLAND COUNCIL ON ALCOHOLISM, INC., ROCKLAND COUNCIL ON ALCOHOLISM, INC .

ROCKLAND COUNCIL ON ALCOHOLISM, INC .EIN 13-3269599Plan #002PY 2015

25 SMITH ST STE 101 - NANUET, NY 10954845-215-9788

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$162K

No prior year

Total participants

No prior year

Average account balance

$40,529

No prior year

Annual return

17.04%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$167K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21051

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 codes2E2F2T2J

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).
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.

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

$3 / participant

Other / not subdivided$9100.0%

% of EOY assets

0.006%

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

$40,529

$168,635-76.0%

$147,617-72.5%

$125,389-67.7%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

17.04%

77.65%-60.6pp

61.98%-44.9pp

282.24%-265.2pp

Employer contribution / active EE

$2,634

$6,252-57.9%

$5,564-52.7%

$4,866-45.9%

Participant deferral / active EE

$3,324

$5,507-39.6%

$4,895-32.1%

$5,352-37.9%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

EMPLOYEE BENEFIT PLAN OF ROCKLAND COUNCIL ON ALCOHOLISM, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ROCKLAND COUNCIL ON ALCOHOLISM, 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