Retirement plan

KANDEL BROTHERS OF MIDDLETOWN NY INC. 401K PROFIT

Name: KANDEL BROTHERS OF MIDDLETOWN, INC. - KANDEL BROTHERS OF MIDDLETOWN NY INC. 401K PROFIT (2016) Form 5500
Creator: KANDEL BROTHERS OF MIDDLETOWN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KANDEL BROTHERS OF MIDDLETOWN NY INC. 401K PROFIT, KANDEL BROTHERS OF MIDDLETOWN, INC.

KANDEL BROTHERS OF MIDDLETOWN, INC.EIN 14-1514548Plan #003PY 2016

151 NORTH STREET - MIDDLETOWN, NY 10940845-343-3200LinkedIn11-50 employeesbuilding materials

Other plans on this EIN

2 filings

#001Retirement-$3.1M assets #004Retirement-$858K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$57,265

No prior year

Annual return

-8.82%

No prior year

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.72M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1023

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 codes2E2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$2K

$95 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.134%

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

$57,265

$93,346-38.7%

$71,796-20.2%

$273,972-79.1%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

-8.82%

130.39%-139.2pp

78.04%-86.9pp

41.46%-50.3pp

Employer contribution / active EE

$5,786

$2,733+111.7%

$1,924+200.6%

$4,869+18.8%

Participant deferral / active EE

$1,831

$3,475-47.3%

$2,794-34.5%

$5,287-65.4%

Admin fee / account holder

$77

$6,571-98.8%

$4,815-98.4%

$10,133-99.2%

KANDEL BROTHERS OF MIDDLETOWN NY INC. 401K PROFIT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KANDEL BROTHERS OF MIDDLETOWN NY INC. 401K PROFIT

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