Retirement plan

EMPLOYEE BENEFITS PLAN OF ARKELL HALL FOUNDATION, INC.

Name: ARKELL HALL FOUNDATION, INC. - EMPLOYEE BENEFITS PLAN OF ARKELL HALL FOUNDATION, INC. (2016) Form 5500
Creator: ARKELL HALL FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFITS PLAN OF ARKELL HALL FOUNDATION, INC., ARKELL HALL FOUNDATION, INC.

ARKELL HALL FOUNDATION, INC.EIN 14-1343077Plan #001PY 2016

P.O. BOX 240 - CANAJOHARIE, NY 13317518-673-5417arkell.orgLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$545K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-9.2% from 2015

Total participants

-7.7% from 2015

Average account balance

$35,201

+1.2% from 2015

Annual return

3.28%

+3.48 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-1.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C3D2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$234K

$9745 / participant

Other / not subdivided$234K100.0%

% of EOY assets

18.982%

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

$35,201

$153,769-77.1%

$133,975-73.7%

$273,972-87.2%

Participation rate

95.8%

88.4%+7.5pp

87.1%+8.8pp

83.0%+12.8pp

Annual return

3.28%

36.51%-33.2pp

29.29%-26.0pp

41.46%-38.2pp

Employer contribution / active EE

$2,694

$6,029-55.3%

$5,211-48.3%

$4,869-44.7%

Participant deferral / active EE

$6,958-100.0%

$6,282-100.0%

$5,287-100.0%

Admin fee / account holder

$6,682

$11,765-43.2%

$9,324-28.3%

$10,133-34.1%

EMPLOYEE BENEFITS PLAN OF ARKELL HALL FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFITS PLAN OF ARKELL HALL FOUNDATION, INC.

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