Retirement plan

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY

Name: MAKE-A-WISH FOUNDATION OF THE HUDSO N VALLEY - EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY (2017) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF THE HUDSO N VALLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY, MAKE-A-WISH FOUNDATION OF THE HUDSO N VALLEY

MAKE-A-WISH FOUNDATION OF THE HUDSO N VALLEYEIN 13-3344306Plan #001PY 2017

832 S BROADWAY - TARRYTOWN, NY 10591914-478-9474

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$640K

+21.0% from 2016

Total participants

+11.1% from 2016

Average account balance

$63,976

+8.9% from 2016

Annual return

8.32%

+3.16 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$781K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$408

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 codes2F2T3D

Plan features

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).
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.

Opportunity flags

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$490 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.536%

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

$63,976

$99,011-35.4%

$86,582-26.1%

$147,586-56.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

8.32%

1312.75%-1304.4pp

965.08%-956.8pp

578.59%-570.3pp

Employer contribution / active EE

$2,304

$3,132-26.5%

$2,839-18.9%

$4,876-52.8%

Participant deferral / active EE

$7,738

$3,972+94.8%

$3,609+114.4%

$5,439+42.3%

Admin fee / account holder

$343

$5,709-94.0%

$4,904-93.0%

$10,886-96.9%

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY

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