Retirement plan

VOLUNTEER SERVICE CENTER 401K PLAN

Name: VOLUNTEER SERVICE BUREAU OF WESTCHESTER, INC. - VOLUNTEER SERVICE CENTER 401K PLAN (2016) Form 5500
Creator: VOLUNTEER SERVICE BUREAU OF WESTCHESTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOLUNTEER SERVICE CENTER 401K PLAN, VOLUNTEER SERVICE BUREAU OF WESTCHESTER, INC.

VOLUNTEER SERVICE BUREAU OF WESTCHESTER, INC.EIN 13-6165593Plan #002PY 2016

220 WHITE PLAINS ROAD - TARRYTOWN, NY 10591914-227-9304

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$544K

No prior year

Total participants

No prior year

Average account balance

$49,488

No prior year

Annual return

-0.86%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+29.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1263

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 codes2E2G2J3E

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$82

$12 / participant

Other / not subdivided$82100.0%

% of EOY assets

0.015%

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

$49,488

$90,486-45.3%

$78,676-37.1%

$273,972-81.9%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

-0.86%

75.62%-76.5pp

62.19%-63.1pp

41.46%-42.3pp

Employer contribution / active EE

$1,163

$3,175-63.4%

$2,850-59.2%

$4,869-76.1%

Participant deferral / active EE

$4,176

$3,901+7.0%

$3,517+18.7%

$5,287-21.0%

Admin fee / account holder

$5,263-99.9%

$4,510-99.8%

$10,133-99.9%

VOLUNTEER SERVICE CENTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOLUNTEER SERVICE CENTER 401K 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