Retirement plan

EMPLOYEE BENEFIT PLAN OF P.E.A.C.E., INC.

Name: P.E.A.C.E., INC. - EMPLOYEE BENEFIT PLAN OF P.E.A.C.E., INC. (2018) Form 5500
Creator: P.E.A.C.E., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF P.E.A.C.E., INC., P.E.A.C.E., INC.

P.E.A.C.E., INC.EIN 16-6095039Plan #001PY 2018

217 S SALINA ST - SYRACUSE, NY 132021501315-470-3300LinkedIn1-10 employeesevents services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4.7M

-8.9% from 2017

Total participants

475

+7.0% from 2017

Average account balance

$10,277

-15.0% from 2017

Annual return

-6.19%

-21.14 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.29M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

625

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.

85.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$775K

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP4+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$3,721

Plan features & details

Pension benefit codes2F2S2T3D

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).
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.
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

$4K

$10 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.078%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BONADIO & CO., LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,277

$37,196-72.4%

$154,108-93.3%

$55,725-81.6%

Participation rate

96.4%

64.1%+32.3pp

83.0%+13.4pp

70.9%+25.6pp

Annual return

-6.19%

1319.68%-1325.9pp

735.21%-741.4pp

244.93%-251.1pp

Employer contribution / active EE

$506

$1,614-68.7%

$5,298-90.5%

$2,078-75.7%

Participant deferral / active EE

$874

$2,068-57.8%

$5,081-82.8%

$3,356-74.0%

Admin fee / account holder

$102-92.1%

$13,411-99.9%

$115-93.0%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP4+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$3,721

EMPLOYEE BENEFIT PLAN OF P.E.A.C.E., INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF P.E.A.C.E., INC.

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