Retirement plan

NEW LEAF 401(K) PLAN

Name: NEW LEAF RESIDENTIAL SERVICES, INC. - NEW LEAF 401(K) PLAN (2017) Form 5500
Creator: NEW LEAF RESIDENTIAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW LEAF 401(K) PLAN, NEW LEAF RESIDENTIAL SERVICES, INC.

NEW LEAF RESIDENTIAL SERVICES, INC.EIN 20-0308078Plan #001PY 2017

25 N CANFIELD NILES ROAD - AUSTINTOWN, OH 44515330-793-8582newleafresidential.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$612K

No prior year

Total participants

107

No prior year

Average account balance

$21,103

No prior year

Annual return

22.13%

No prior year

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-1.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830	Contract Administrator	$728

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$728

$7 / participant

Contract admin$728100.0%

% of EOY assets

0.119%

all-in expense ratio

Categories reported

1 / 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: YURCHYK & DAVIS CPA'S
Auditor EIN: 341638235
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,103

$55,453-61.9%

$170,439-87.6%

$62,293-66.1%

Participation rate

22.0%

66.4%-44.4pp

83.6%-61.6pp

69.5%-47.5pp

Annual return

22.13%

21.38%+0.8pp

205.94%-183.8pp

28.90%-6.8pp

Employer contribution / active EE

$362

$2,164-83.3%

$5,433-93.3%

$2,042-82.3%

Participant deferral / active EE

$967

$2,303-58.0%

$4,939-80.4%

$3,169-69.5%

Admin fee / account holder

$25

$455-94.5%

$13,881-99.8%

$479-94.8%

Provider

Service type

Compensation

MINNESOTA LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 41-0417830

Contract Administrator

$728

NEW LEAF 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW LEAF 401(K) PLAN

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