Retirement plan

WILLOW DOMESTIC VIOLENCE CENTE 401(K) PROFIT SHARING PLAN & TRUST

Name: WILLOW DOMESTIC VIOLENCE CENTE - WILLOW DOMESTIC VIOLENCE CENTE 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: WILLOW DOMESTIC VIOLENCE CENTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLOW DOMESTIC VIOLENCE CENTE 401(K) PROFIT SHARING PLAN & TRUST, WILLOW DOMESTIC VIOLENCE CENTE

WILLOW DOMESTIC VIOLENCE CENTEEIN 16-1099257Plan #001PY 2022

693 EAST AVENUE STE 103 - ROCHESTER, NY 14607585-232-5200

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$707K

-23.6% from 2021

Total participants

+5.5% from 2021

Average account balance

$10,401

-25.8% from 2021

Annual return

-14.17%

-24.77 pp from 2021

Benchmarks

See 9,363 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,363 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$707K

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

-14.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3738

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$254K

$3530 / participant

Other / not subdivided$254K100.0%

% of EOY assets

35.938%

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

$10,401

$54,355-80.9%

$82,744-87.4%

$68,486-84.8%

Participation rate

61.1%

63.9%-2.8pp

72.6%-11.5pp

67.9%-6.8pp

Annual return

-14.17%

-13.67%-0.5pp

702.22%-716.4pp

-7.85%-6.3pp

Employer contribution / active EE

$927

$2,219-58.2%

$3,008-69.2%

$2,597-64.3%

Participant deferral / active EE

$1,293

$3,246-60.2%

$4,395-70.6%

$4,028-67.9%

Admin fee / account holder

$3,738

$4,397-15.0%

$5,325-29.8%

$5,404-30.8%

WILLOW DOMESTIC VIOLENCE CENTE 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLOW DOMESTIC VIOLENCE CENTE 401(K) PROFIT SHARING PLAN & TRUST

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