Retirement plan

COMMITTEE OF MGRS OF LLEWELLYN 401 K PROFIT SHARING PLAN TRUST

Name: COMMITTEE OF MGRS OF LLEWELLYN - COMMITTEE OF MGRS OF LLEWELLYN 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: COMMITTEE OF MGRS OF LLEWELLYN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMITTEE OF MGRS OF LLEWELLYN 401 K PROFIT SHARING PLAN TRUST, COMMITTEE OF MGRS OF LLEWELLYN

COMMITTEE OF MGRS OF LLEWELLYNEIN 22-1073790Plan #001PY 2016

1 PARK WAY - WEST ORANGE, NJ 070524963973-731-5010

Prospect flagsLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$74K

+22.8% from 2015

Total participants

+30.0% from 2015

Average account balance

$9,294

+22.8% from 2015

Annual return

3.25%

+8.74 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$64K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$245

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

+6.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6065

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 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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,294

$215,361-95.7%

$171,082-94.6%

$273,972-96.6%

Participation rate

58.3%

82.0%-23.7pp

76.7%-18.4pp

83.0%-24.7pp

Annual return

3.25%

25.14%-21.9pp

32.56%-29.3pp

41.46%-38.2pp

Employer contribution / active EE

$4,967-100.0%

$4,002-100.0%

$4,869-100.0%

Participant deferral / active EE

$985

$5,543-82.2%

$4,797-79.5%

$5,287-81.4%

Admin fee / account holder

$10,846-100.0%

$8,520-100.0%

$10,133-100.0%

COMMITTEE OF MGRS OF LLEWELLYN 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COMMITTEE OF MGRS OF LLEWELLYN 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion