Retirement plan

TRAVELERS' MEDICAL SERVICE OF NEW YORK PC 401(K) PLAN

Name: TRAVELERS' MEDICAL SERVICE OF NEW YORK PC - TRAVELERS' MEDICAL SERVICE OF NEW YORK PC 401(K) PLAN (2018) Form 5500
Creator: TRAVELERS' MEDICAL SERVICE OF NEW YORK PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAVELERS' MEDICAL SERVICE OF NEW YORK PC 401(K) PLAN, TRAVELERS' MEDICAL SERVICE OF NEW YORK PC

TRAVELERS' MEDICAL SERVICE OF NEW YORK PCEIN 13-3890784Plan #001PY 2018

595 MADISON AVENUE - NEW YORK, NY 10022212-230-1010LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$911K

-16.2% from 2017

Total participants

+14.3% from 2017

Average account balance

$130,133

-16.2% from 2017

Annual return

-22.45%

-36.06 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

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

+8.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$164

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 codes2E2F2J2T3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1K

$289 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.159%

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

$130,133

$180,462-27.9%

$154,111-15.6%

$135,379-3.9%

Participation rate

80.0%

87.4%-7.4pp

83.0%-3.0pp

82.6%-2.6pp

Annual return

-22.45%

888.17%-910.6pp

735.18%-757.6pp

519.79%-542.2pp

Employer contribution / active EE

$8,818

$6,036+46.1%

$5,298+66.4%

$4,779+84.5%

Participant deferral / active EE

$5,040

$5,806-13.2%

$5,081-0.8%

$5,609-10.1%

Admin fee / account holder

$207

$16,145-98.7%

$13,411-98.5%

$10,828-98.1%

TRAVELERS' MEDICAL SERVICE OF NEW YORK PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAVELERS' MEDICAL SERVICE OF NEW YORK PC 401(K) 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