Retirement plan

LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN 403B

Name: HUMANE SOCIETY OF ROCHESTER AND MONROE - LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN 403B (2017) Form 5500
Creator: HUMANE SOCIETY OF ROCHESTER AND MONROE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN 403B, HUMANE SOCIETY OF ROCHESTER AND MONROE

HUMANE SOCIETY OF ROCHESTER AND MONROEEIN 16-0743047Plan #002PY 2017

99 VICTOR ROAD - FAIRPORT, NY 14450585-223-1330LinkedIn51-200 employeesranching

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+18.8% from 2016

Total participants

118

+10.3% from 2016

Average account balance

$26,660

+10.0% from 2016

Annual return

14.21%

+12.28 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.63M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

169

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.

95.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$759K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$328

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

1 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 codes2F2G2M2S2T

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

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

$157K

$1514 / participant

Other / not subdivided$157K100.0%

% of EOY assets

5.467%

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

$26,660

$50,637-47.4%

$86,582-69.2%

$62,293-57.2%

Participation rate

90.4%

67.9%+22.5pp

73.5%+16.8pp

69.5%+20.9pp

Annual return

14.21%

20.80%-6.6pp

965.08%-950.9pp

28.90%-14.7pp

Employer contribution / active EE

$1,067

$2,075-48.6%

$2,839-62.4%

$2,042-47.7%

Participant deferral / active EE

$1,524

$2,611-41.6%

$3,609-57.8%

$3,169-51.9%

Admin fee / account holder

$1,457

$413+252.7%

$4,904-70.3%

$479+204.1%

LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN 403B

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN 403B

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