Retirement plan

NEW YORK PUBLIC WELFARE ASSOCIATION, INC. MONEY PURCHASE PLAN

Name: NEW YORK PUBLIC WELFARE ASSOCIATION, INC. - NEW YORK PUBLIC WELFARE ASSOCIATION, INC. MONEY PURCHASE PLAN (2017) Form 5500
Creator: NEW YORK PUBLIC WELFARE ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW YORK PUBLIC WELFARE ASSOCIATION, INC. MONEY PURCHASE PLAN, NEW YORK PUBLIC WELFARE ASSOCIATION, INC.

NEW YORK PUBLIC WELFARE ASSOCIATION, INC.EIN 16-0968352Plan #001PY 2017

130 WASHINGTON AVENUE - ALBANY, NY 12210518-465-9305nypwa.comLinkedIn1-10 employeespublic relations and communications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$601K

No prior year

Total participants

No prior year

Average account balance

$150,204

No prior year

Annual return

15.18%

No prior year

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$912K

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+21.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

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

$150,204

$99,017+51.7%

$86,587+73.5%

$147,585+1.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

15.18%

1312.37%-1297.2pp

964.86%-949.7pp

578.56%-563.4pp

Employer contribution / active EE

$9,178

$3,132+193.1%

$2,839+223.3%

$4,876+88.2%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$5,710-100.0%

$4,906-100.0%

$10,885-100.0%

NEW YORK PUBLIC WELFARE ASSOCIATION, INC. MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEW YORK PUBLIC WELFARE ASSOCIATION, INC. MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion