Retirement plan

FDNY RETIREMENT PLAN

Name: FEDERAL DEFENDERS OF NEW YORK, INC. - FDNY RETIREMENT PLAN (2016) Form 5500
Creator: FEDERAL DEFENDERS OF NEW YORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FDNY RETIREMENT PLAN, FEDERAL DEFENDERS OF NEW YORK, INC.

FEDERAL DEFENDERS OF NEW YORK, INC.EIN 20-3276062Plan #001PY 2016

52 DUANE ST., 10TH FLOOR - NEW YORK, NY 100071207212-417-8746federaldefendersny.orgLinkedIn51-200 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$5.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

No prior year

Average account balance

$74,793

No prior year

Annual return

9.92%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.40M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

145.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$530K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18558

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$988

$29 / participant

Other / not subdivided$988100.0%

% of EOY assets

0.030%

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

$74,793

$76,551-2.3%

$123,894-39.6%

$62,881+18.9%

Participation rate

100.0%

73.0%+27.0pp

81.4%+18.6pp

69.3%+30.7pp

Annual return

9.92%

18.68%-8.8pp

47.52%-37.6pp

20.14%-10.2pp

Employer contribution / active EE

$6,894

$2,882+139.2%

$4,617+49.3%

$2,281+202.3%

Participant deferral / active EE

$4,840-100.0%

$5,984-100.0%

$3,203-100.0%

Admin fee / account holder

$22

$4,826-99.5%

$8,357-99.7%

$4,296-99.5%

FDNY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FDNY RETIREMENT 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