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 (2022) 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 2022

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

Other plans on this EIN

1 filing

#003Retirement-$37.6M assets

Prospect flagsLow participant contribution

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)

$33.9M

-19.5% from 2021

Total participants

1,942

+2.9% from 2021

Average account balance

$17,721

-20.9% from 2021

Annual return

-15.24%

-42.46 pp from 2021

Benchmarks

See 1,377 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,377 peers

Snapshot2022

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 9 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY7+ years Filed as: VOYA FINANCIAL ADVISORS INC Service code 53 · EIN 41-0945505	Insurance Commissions	$72,031
CETERA ADVISOR NETWORKS LLC1 year Service code 53 · EIN 95-3845382	Insurance Commissions	$21,196
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907	Indirect Investment Fees	$12,606
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BARON5 years Service code 52 · EIN 13-6891420	Indirect Investment Fees	$0
BLACKROCK4 years Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
COLUMBIA5 years Service code 52 · EIN 94-1687665	Indirect Investment Fees	$0
INVESCO5 years Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.7+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2A2F2G3H2T3D

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$8 / participant

Contract admin$10K75.8%
Other / not subdivided$3K24.2%

% of EOY assets

0.037%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BONADIO & CO., LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,721

$45,000-60.6%

$143,757-87.7%

$77,904-77.3%

Participation rate

98.0%

66.8%+31.1pp

80.3%+17.6pp

73.7%+24.3pp

Annual return

-15.24%

29.03%-44.3pp

-0.04%-15.2pp

12.21%-27.4pp

Employer contribution / active EE

$1,607

$1,870-14.1%

$4,951-67.5%

$2,848-43.6%

Participant deferral / active EE

$3,157-100.0%

$5,637-100.0%

$4,806-100.0%

Admin fee / account holder

$98-93.3%

$14,673-100.0%

$133-95.0%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY7+ years

Filed as: VOYA FINANCIAL ADVISORS INC

Service code 53 · EIN 41-0945505

Insurance Commissions

$72,031

CETERA ADVISOR NETWORKS LLC1 year

Service code 53 · EIN 95-3845382

Insurance Commissions

$21,196

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 52 · EIN 84-0467907

Indirect Investment Fees

$12,606

AMERICAN FUNDS5 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BARON5 years

Service code 52 · EIN 13-6891420

Indirect Investment Fees

BLACKROCK4 years

Service code 52 · EIN 51-0318674

Indirect Investment Fees

COLUMBIA5 years

Service code 52 · EIN 94-1687665

Indirect Investment Fees

INVESCO5 years

Service code 52 · EIN 93-6305075

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.7+ years

Service code 52 · EIN 04-1590850

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