Retirement plan

THE PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

Name: THE PINGRY CORPORATION - THE PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) (2018) Form 5500
Creator: THE PINGRY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015), THE PINGRY CORPORATION

THE PINGRY CORPORATIONdba THE PINGRY SCHOOLEIN 22-1493168Plan #004PY 2018

131 MARTINSVILLE ROAD - BASKING RIDGE, NJ 07920908-647-5555

Other plans on this EIN

1 filing

#001Retirement-$74.7M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed September 9, 2015 (most recent of 3 filings on file)

Plan administrator

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131 Martinsville Road

Basking Ridge State: NJ Zip Code: 07920

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$15.1M

+22.6% from 2017

Total participants

323

+8.8% from 2017

Average account balance

$47,128

+13.0% from 2017

Annual return

-4.73%

-25.82 pp from 2017

Benchmarks

See 956 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort956 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$54.38M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

548

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749	Accounting	$9,506
TIAA1 year Service code 15 · EIN 13-1624203	Recordkeeping	$407

Plan features & details

Pension benefit codes2A2F2G2R2S2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

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

$10K

$38 / participant

Investment mgmt$10K95.6%
Other / not subdivided$4414.4%

% of EOY assets

0.066%

all-in expense ratio

Categories reported

1 / 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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,128

$70,083-32.8%

$59,899-21.3%

$55,725-15.4%

Participation rate

99.2%

78.4%+20.9pp

74.7%+24.5pp

70.9%+28.4pp

Annual return

-4.73%

3.13%-7.9pp

3.46%-8.2pp

244.93%-249.7pp

Employer contribution / active EE

$6,539

$2,878+127.2%

$2,723+140.2%

$2,078+214.6%

Participant deferral / active EE

$7,844

$3,079+154.8%

$3,402+130.5%

$3,356+133.8%

Admin fee / account holder

$31

$70-55.9%

$3,592-99.1%

$115-73.1%

Provider

Service type

Compensation

CLIFTONLARSONALLEN LLP1 year

Filed as: CLIFTON LARSON ALLEN LLP

Service code 10 · EIN 41-0746749

Accounting

$9,506

TIAA1 year

Service code 15 · EIN 13-1624203

Recordkeeping

$407

THE PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

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

THE PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

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