Retirement plan

EMPLOYEE BENEFIT PLAN OF EMPLOYMENT HORIZONS, INC.

Name: EMPLOYMENT HORIZONS, INC. - EMPLOYEE BENEFIT PLAN OF EMPLOYMENT HORIZONS, INC. (2016) Form 5500
Creator: EMPLOYMENT HORIZONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF EMPLOYMENT HORIZONS, INC., EMPLOYMENT HORIZONS, INC.

EMPLOYMENT HORIZONS, INC.EIN 22-1612741Plan #002PY 2016

10 RIDGEDALE AVE - CEDAR KNOLLS, NJ 07927973-538-8822ehorizons.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

2 filings

#003Retirement-$1.3M assets #001Retirement-$583K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+5.4% from 2015

Total participants

+12.5% from 2015

Average account balance

$41,468

-6.3% from 2015

Annual return

7.00%

+5.99 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.73M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$727

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$177K

$4664 / participant

Other / not subdivided$177K100.0%

% of EOY assets

7.915%

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

$41,468

$77,638-46.6%

$156,551-73.5%

$62,881-34.1%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

7.00%

50.33%-43.3pp

32.23%-25.2pp

20.14%-13.1pp

Employer contribution / active EE

$1,136

$3,444-67.0%

$5,501-79.4%

$2,281-50.2%

Participant deferral / active EE

$2,614

$3,046-14.2%

$4,871-46.3%

$3,203-18.4%

Admin fee / account holder

$3,282

$5,561-41.0%

$13,028-74.8%

$4,296-23.6%

EMPLOYEE BENEFIT PLAN OF EMPLOYMENT HORIZONS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF EMPLOYMENT HORIZONS, INC.

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