Retirement plan

ADIRONDACK TREE SURGEONS 401(K)

Name: ADIRONDACK TREE SURGEONS - ADIRONDACK TREE SURGEONS 401(K) (2016) Form 5500
Creator: ADIRONDACK TREE SURGEONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADIRONDACK TREE SURGEONS 401(K), ADIRONDACK TREE SURGEONS

ADIRONDACK TREE SURGEONSEIN 14-1655830Plan #001PY 2016

353 GURN SPRINGS ROAD - GANSEVOORT, NY 12831518-587-0333adirondacktreesurgeons.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$234K

+26.1% from 2015

Total participants

0.0% from 2015

Average account balance

$26,019

+26.1% from 2015

Annual return

12.24%

+18.95 pp from 2015

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

$675K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+3.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2261

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 codes2E2F2T2G3D2J

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$133 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.568%

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

$26,019

$90,486-71.2%

$78,676-66.9%

$273,972-90.5%

Participation rate

90.0%

76.5%+13.5pp

73.6%+16.4pp

83.0%+7.0pp

Annual return

12.24%

75.62%-63.4pp

62.19%-49.9pp

41.46%-29.2pp

Employer contribution / active EE

$1,579

$3,175-50.3%

$2,850-44.6%

$4,869-67.6%

Participant deferral / active EE

$1,038

$3,901-73.4%

$3,517-70.5%

$5,287-80.4%

Admin fee / account holder

$148

$5,263-97.2%

$4,510-96.7%

$10,133-98.5%

ADIRONDACK TREE SURGEONS 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADIRONDACK TREE SURGEONS 401(K)

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