Retirement plan

ANDRUS ON HUDSON RETIREMENT PLAN

Name: JOHN E. ANDRUS MEMORIAL, INC. - ANDRUS ON HUDSON RETIREMENT PLAN (2017) Form 5500
Creator: JOHN E. ANDRUS MEMORIAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDRUS ON HUDSON RETIREMENT PLAN, JOHN E. ANDRUS MEMORIAL, INC.

JOHN E. ANDRUS MEMORIAL, INC.EIN 13-5596795Plan #004PY 2017

185 OLD BROADWAY - HASTINGS ON HUDSON, NY 10706914-478-3700

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.2M

+23.9% from 2016

Total participants

152

-5.6% from 2016

Average account balance

$25,532

+15.0% from 2016

Annual return

13.75%

+9.72 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.29M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

100

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.

87.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$343K

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

+9.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3025

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

Top 2 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT INSURANCE& ANNUITY Service code 27	Advisory (Plan)	$2,433
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2G2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$505

$5 / participant

Other / not subdivided$505100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LOEB & TROPER, LLP
Auditor EIN: 131517563
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,532

$84,236-69.7%

$170,435-85.0%

$70,126-63.6%

Participation rate

71.7%

70.8%+0.9pp

83.6%-11.9pp

69.5%+2.2pp

Annual return

13.75%

23.06%-9.3pp

205.94%-192.2pp

73.15%-59.4pp

Employer contribution / active EE

$1,682

$3,387-50.3%

$5,432-69.0%

$2,343-28.2%

Participant deferral / active EE

$3,091

$3,086+0.2%

$4,939-37.4%

$3,332-7.2%

Admin fee / account holder

$5,698-99.9%

$13,881-100.0%

$4,645-99.9%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT INSURANCE& ANNUITY

Service code 27

Advisory (Plan)

$2,433

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Filed as: VOYA RETIREMENT INSURANCE AND ANNUI

Service code 27 · EIN 71-0294708

Advisory (Plan)

ANDRUS ON HUDSON RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDRUS ON HUDSON RETIREMENT 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