Retirement plan

NJM EMPLOYEE SAVINGS FUND PLAN

Name: NEW JERSEY MANUFACTURERS INSURANCE COMPANY - NJM EMPLOYEE SAVINGS FUND PLAN (2017) Form 5500
Creator: NEW JERSEY MANUFACTURERS INSURANCE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NJM EMPLOYEE SAVINGS FUND PLAN, NEW JERSEY MANUFACTURERS INSURANCE COMPANY

NEW JERSEY MANUFACTURERS INSURANCE COMPANYEIN 21-0524225Plan #334PY 2017

301 SULLIVAN WAY - WEST TRENTON, NJ 086283496609-883-1300

Other plans on this EIN

2 filings

#333Retirement-$590.4M assets #001Retirement-$7.5M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed August 14, 2019 (most recent of 3 filings on file)

Plan administrator

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301 Sullivan Way

W. Trenton, NJ 08628

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Plans declared (1)

Deferred Long-Term Incentive Compensation Plan4 emp

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Total assets (EOY)

$579.2M

-3.2% from 2016

Total participants

2,697

+5.1% from 2016

Average account balance

$217,272

-7.6% from 2016

Annual return

11.99%

-5.39 pp from 2016

Benchmarks

See 531 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort531 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

$18.80M

Not enough data

1 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

-96.32%

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$136,282

Plan features & details

Pension benefit codes2G2K2E

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$136K

$68 / participant

Other / not subdivided$136K100.0%

% of EOY assets

0.023%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$217,272

$89,274+143.4%

$149,721+45.1%

$77,958+178.7%

Participation rate

98.4%

87.6%+10.8pp

87.1%+11.4pp

71.6%+26.8pp

Annual return

11.99%

20.36%-8.4pp

1501.67%-1489.7pp

20.87%-8.9pp

Employer contribution / active EE

$4,802

$3,727+28.9%

$5,444-11.8%

$2,310+107.8%

Participant deferral / active EE

$4,802

$5,382-10.8%

$6,568-26.9%

$3,537+35.8%

Admin fee / account holder

$51

$240-78.7%

$11,282-99.5%

$97-47.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$136,282

NJM EMPLOYEE SAVINGS FUND PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NJM EMPLOYEE SAVINGS FUND PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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