Retirement plan

UNITED WAY OF NORTHERN NEW YORK INC RETIREMENT PLAN

Name: UNITED WAY OF NORTHERN NEW YORK INC - UNITED WAY OF NORTHERN NEW YORK INC RETIREMENT PLAN (2018) Form 5500
Creator: UNITED WAY OF NORTHERN NEW YORK INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED WAY OF NORTHERN NEW YORK INC RETIREMENT PLAN, UNITED WAY OF NORTHERN NEW YORK INC

UNITED WAY OF NORTHERN NEW YORK INCEIN 15-0543356Plan #001PY 2018

200 WASHINGTON STREET SUITE 402 A - WATERTOWN, NY 13601315-788-5631LinkedIn1-10 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$119K

+12.8% from 2017

Total participants

0.0% from 2017

Average account balance

$29,651

+12.8% from 2017

Annual return

-6.56%

-17.26 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4627

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$519 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.875%

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

$29,651

$90,606-67.3%

$79,466-62.7%

$135,379-78.1%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-6.56%

977.69%-984.3pp

718.28%-724.8pp

519.79%-526.4pp

Employer contribution / active EE

$4,802

$3,068+56.5%

$2,800+71.5%

$4,779+0.5%

Participant deferral / active EE

$5,381

$4,050+32.9%

$3,704+45.3%

$5,609-4.1%

Admin fee / account holder

$260

$5,895-95.6%

$5,104-94.9%

$10,828-97.6%

UNITED WAY OF NORTHERN NEW YORK INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED WAY OF NORTHERN NEW YORK INC RETIREMENT PLAN

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