Retirement plan

ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC. 401(K) RETIREMENT PLAN & TRUST

Name: ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC. - ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC. 401(K) RETIREMENT PLAN & TRUST (2018) Form 5500
Creator: ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC. 401(K) RETIREMENT PLAN & TRUST, ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC.

ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC.EIN 13-4037172Plan #001PY 2018

645 FIFTH AVENUE - SUITE 304 - NEW YORK, NY 10022212-421-0072

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+5.6% from 2017

Total participants

+27.3% from 2017

Average account balance

$116,019

-17.0% from 2017

Annual return

-3.80%

-15.12 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$662K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.93%

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 codes2E2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$116,019

$90,606+28.0%

$79,466+46.0%

$135,379-14.3%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-3.80%

977.69%-981.5pp

718.28%-722.1pp

519.79%-523.6pp

Employer contribution / active EE

$20,580

$3,068+570.8%

$2,800+634.9%

$4,779+330.6%

Participant deferral / active EE

$3,500

$4,050-13.6%

$3,704-5.5%

$5,609-37.6%

Admin fee / account holder

$5,895-100.0%

$5,104-100.0%

$10,828-100.0%

ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC. 401(K) RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION (USA), INC. 401(K) RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion