Retirement plan

PERINATAL NETWORK OF MONROE COUNTY 401K

Name: PERINATAL NETWORK OF MONROE COUNTY - PERINATAL NETWORK OF MONROE COUNTY 401K (2019) 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 2019

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

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$163K

+30.4% from 2018

Total participants

+10.0% from 2018

Average account balance

$14,816

+18.5% from 2018

Annual return

16.32%

+24.60 pp from 2018

Benchmarks

See 346 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort346 peers

Snapshot2019

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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$255

$32 / participant

Other / not subdivided$255100.0%

% of EOY assets

0.156%

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

$14,816

$71,809-79.4%

$61,048-75.7%

$152,897-90.3%

Participation rate

100.0%

84.2%+15.8pp

79.3%+20.7pp

82.5%+17.5pp

Annual return

16.32%

29.74%-13.4pp

26.18%-9.9pp

345.43%-329.1pp

Employer contribution / active EE

$1,432

$4,545-68.5%

$3,716-61.5%

$4,764-69.9%

Participant deferral / active EE

$765

$5,467-86.0%

$4,470-82.9%

$5,851-86.9%

Admin fee / account holder

$23

$4,750-99.5%

$3,728-99.4%

$11,599-99.8%

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