Retirement plan

PERINATAL NETWORK OF MONROE COUNTY 401K

Name: PERINATAL NETWORK OF MONROE COUNTY - PERINATAL NETWORK OF MONROE COUNTY 401K (2018) Form 5500
Creator: PERINATAL NETWORK OF MONROE COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERINATAL NETWORK OF MONROE COUNTY 401K, PERINATAL NETWORK OF MONROE COUNTY

PERINATAL NETWORK OF MONROE COUNTYEIN 16-1509322Plan #001PY 2018

693 EAST AVE., SUITE 200 - ROCHESTER, NY 14618585-546-4930LinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$125K

+31.4% from 2017

Total participants

-9.1% from 2017

Average account balance

$12,501

+44.5% from 2017

Annual return

-8.28%

-31.86 pp from 2017

Benchmarks

See 325 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort325 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$347K

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.

218.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

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

+18.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1433

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 codes2E2J2F2G3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$248 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.190%

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

$12,501

$63,953-80.5%

$54,726-77.2%

$135,380-90.8%

Participation rate

100.0%

84.9%+15.1pp

79.1%+20.9pp

82.6%+17.4pp

Annual return

-8.28%

-5.77%-2.5pp

-4.56%-3.7pp

519.81%-528.1pp

Employer contribution / active EE

$4,247

$4,256-0.2%

$3,449+23.1%

$4,779-11.1%

Participant deferral / active EE

$2,232

$4,810-53.6%

$3,953-43.5%

$5,609-60.2%

Admin fee / account holder

$149

$4,567-96.7%

$3,818-96.1%

$10,828-98.6%

PERINATAL NETWORK OF MONROE COUNTY 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERINATAL NETWORK OF MONROE COUNTY 401K

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