Retirement plan

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPUS, INC. 401(K) PLAN

Name: ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB - ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPUS, INC. 401(K) PLAN (2017) Form 5500
Creator: ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPUS, INC. 401(K) PLAN, ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUBdba FAMILY CAMPUS, INC.EIN 14-1343041Plan #003PY 2017

2565 BALLTOWN ROAD - SCHENECTADY, NY 12309518-377-8803LinkedIn51-200 employeescivic & social organization

Other plans on this EIN

1 filing

#002Retirement-$874K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$105K

No prior year

Total participants

No prior year

Average account balance

$2,447

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1645

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 codes2E2F2G2J3D

Plan features

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$2,447

$53,128-95.4%

$86,582-97.2%

$70,126-96.5%

Participation rate

83.0%

65.3%+17.7pp

73.5%+9.4pp

69.5%+13.4pp

Annual return

0.00%

27.66%-27.7pp

965.08%-965.1pp

73.15%-73.1pp

Employer contribution / active EE

$1,089

$2,068-47.4%

$2,839-61.7%

$2,343-53.5%

Participant deferral / active EE

$1,069

$2,695-60.3%

$3,609-70.4%

$3,332-67.9%

Admin fee / account holder

$3,584-100.0%

$4,904-100.0%

$4,645-100.0%

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPUS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPUS, INC. 401(K) PLAN

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