Retirement plan

OFFICE OF THE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN

Name: OFFICE OF THE CHAPTER 13 TRUSTEE - OFFICE OF THE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: OFFICE OF THE CHAPTER 13 TRUSTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OFFICE OF THE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN, OFFICE OF THE CHAPTER 13 TRUSTEE

OFFICE OF THE CHAPTER 13 TRUSTEEEIN 20-5188590Plan #001PY 2017

PO BOX 8250 - BOSTON, MA 02114617-723-1313

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+22.5% from 2016

Total participants

-15.4% from 2016

Average account balance

$143,838

+44.8% from 2016

Annual return

15.74%

+3.21 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.03M

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.21%

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

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 codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$22K

$1995 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.387%

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

$143,838

$171,867-16.3%

$149,716-3.9%

$147,585-2.5%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

15.74%

2113.36%-2097.6pp

1501.67%-1485.9pp

578.58%-562.8pp

Employer contribution / active EE

$3,944

$6,275-37.1%

$5,444-27.6%

$4,876-19.1%

Participant deferral / active EE

$6,002

$7,270-17.4%

$6,568-8.6%

$5,439+10.3%

Admin fee / account holder

$1,995

$13,799-85.5%

$11,282-82.3%

$10,886-81.7%

OFFICE OF THE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OFFICE OF THE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING 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