Retirement plan

PFP-NJ, INC 401(K) PLAN

Name: PFP-NJ, INC. - PFP-NJ, INC 401(K) PLAN (2018) Form 5500
Creator: PFP-NJ, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PFP-NJ, INC 401(K) PLAN, PFP-NJ, INC.

PFP-NJ, INC.EIN 20-2371094Plan #001PY 2018

461 SOMERSET STREET - NORTH PLAINFIELD, NJ 07060908-791-4430pfp-nj.comLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$726K

+1.1% from 2017

Total participants

-16.7% from 2017

Average account balance

$145,116

+21.3% from 2017

Annual return

-7.43%

-25.31 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$327K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62673

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$455

$91 / participant

Other / not subdivided$455100.0%

% of EOY assets

0.063%

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

$145,116

$138,072+5.1%

$123,549+17.5%

$135,382+7.2%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-7.43%

153.69%-161.1pp

119.20%-126.6pp

519.77%-527.2pp

Employer contribution / active EE

$2,562

$5,152-50.3%

$4,628-44.6%

$4,779-46.4%

Participant deferral / active EE

$9,727

$6,799+43.1%

$6,426+51.4%

$5,609+73.4%

Admin fee / account holder

$91

$10,917-99.2%

$9,284-99.0%

$10,829-99.2%

PFP-NJ, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PFP-NJ, INC 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