Retirement plan

401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT CO

Name: UNITED CEREBRAL PALSY OF NYC, - 401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT CO (2018) Form 5500
Creator: UNITED CEREBRAL PALSY OF NYC,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT CO, UNITED CEREBRAL PALSY OF NYC,

UNITED CEREBRAL PALSY OF NYC,EIN 13-5654532Plan #002PY 2018

80 MAIDEN LANE, FL 8 - NEW YORK, NY 10038212-683-6700LinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

2 filings

#001Retirement-$54.8M assets #003Retirement-$19.2M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 8, 2009 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$28.1M

+15.9% from 2017

Total participants

1,630

+7.3% from 2017

Average account balance

$17,315

+7.5% from 2017

Annual return

7.79%

-5.08 pp from 2017

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$50.06M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

2,146

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Filed as: VOYA FINANCIAL ADVISORS INC Service code 53 · EIN 41-0945505	Insurance Commissions	$34,544
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$13,149
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840	Indirect Investment Fees	$0
BARON1 year Service code 52 · EIN 13-3806818	Indirect Investment Fees	$0
COLUMBIA1 year Service code 52 · EIN 56-0906609	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 94-2362417	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2A2F2G3D2T

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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$13K

$10 / participant

Contract admin$10K75.5%
Other / not subdivided$3K24.5%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BAKER TILLYVIRCHOW KRAUSE, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,315

$45,382-61.8%

$154,107-88.8%

$75,289-77.0%

Participation rate

99.3%

65.9%+33.4pp

83.0%+16.3pp

72.4%+26.9pp

Annual return

7.79%

-0.47%+8.3pp

735.12%-727.3pp

-0.04%+7.8pp

Employer contribution / active EE

$2,403

$1,533+56.8%

$5,298-54.6%

$2,405-0.1%

Participant deferral / active EE

$2,384-100.0%

$5,081-100.0%

$3,739-100.0%

Admin fee / account holder

$89-90.9%

$13,411-99.9%

$102-92.1%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Filed as: VOYA FINANCIAL ADVISORS INC

Service code 53 · EIN 41-0945505

Insurance Commissions

$34,544

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$13,149

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

ARTISAN PARTNERS1 year

Filed as: ARTISAN

Service code 52 · EIN 39-1811840

Indirect Investment Fees

BARON1 year

Service code 52 · EIN 13-3806818

Indirect Investment Fees

COLUMBIA1 year

Service code 52 · EIN 56-0906609

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 94-2362417

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 93-6305075

Indirect Investment Fees

PIMCO FUNDS1 year

Service code 52 · EIN 95-2632339

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 56-2294396

Indirect Investment Fees

401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT CO

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT CO

Top hat statement on fileNQDC

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