Retirement plan

THE BATTERY CONSERVANCY INC 401 K PROFIT SHARING PLAN TRUST

Name: THE BATTERY CONSERVANCY INC - THE BATTERY CONSERVANCY INC 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: THE BATTERY CONSERVANCY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BATTERY CONSERVANCY INC 401 K PROFIT SHARING PLAN TRUST, THE BATTERY CONSERVANCY INC

THE BATTERY CONSERVANCY INCEIN 13-3769101Plan #001PY 2017

1 WHITEHALL STREET - NEW YORK, NY 10004917-409-3710thebattery.orgLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$40K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$69K

No prior year

Total participants

No prior year

Average account balance

$4,914

No prior year

Annual return

0.00%

No prior year

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

$714K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$236

$14 / participant

Other / not subdivided$236100.0%

% of EOY assets

0.343%

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

$4,914

$99,009-95.0%

$86,581-94.3%

$147,585-96.7%

Participation rate

76.5%

76.3%+0.1pp

73.5%+2.9pp

82.8%-6.4pp

Annual return

0.00%

1312.70%-1312.7pp

965.06%-965.1pp

578.58%-578.6pp

Employer contribution / active EE

$850

$3,132-72.9%

$2,840-70.1%

$4,876-82.6%

Participant deferral / active EE

$2,053

$3,972-48.3%

$3,609-43.1%

$5,439-62.3%

Admin fee / account holder

$17

$5,709-99.7%

$4,904-99.7%

$10,886-99.8%

THE BATTERY CONSERVANCY INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BATTERY CONSERVANCY INC 401 K PROFIT SHARING PLAN TRUST

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