Retirement plan

COOMBE, BENDER & COMPANY LLC

Name: COOMBE, BENDER & COMPANY LLC - COOMBE, BENDER & COMPANY LLC (2017) Form 5500
Creator: COOMBE, BENDER & COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COOMBE, BENDER & COMPANY LLC, COOMBE, BENDER & COMPANY LLC

COOMBE, BENDER & COMPANY LLCEIN 14-1737270Plan #001PY 2017

PO BOX 333 - WAWARSING, NY 124890333845-647-4800LinkedIn1-10 employeesfinancial services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+36.0% from 2016

Total participants

0.0% from 2016

Average account balance

$551,670

+36.0% from 2016

Annual return

20.04%

-7.51 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Not enough data

0 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

+0.36%

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 codes3B3E2G2J

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$302

$151 / participant

Other / not subdivided$302100.0%

% of EOY assets

0.027%

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

$551,670

$171,867+221.0%

$149,718+268.5%

$147,585+273.8%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

20.04%

2113.36%-2093.3pp

1501.70%-1481.7pp

578.57%-558.5pp

Employer contribution / active EE

$59,999

$6,275+856.2%

$5,444+1002.0%

$4,876+1130.4%

Participant deferral / active EE

$4,863

$7,270-33.1%

$6,568-26.0%

$5,439-10.6%

Admin fee / account holder

$151

$13,799-98.9%

$11,283-98.7%

$10,885-98.6%

COOMBE, BENDER & COMPANY LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOMBE, BENDER & COMPANY LLC

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