Retirement plan

PARENTS ANONYMOUS OF NEW 401 K PROFIT SHARING PLAN TRUST

Name: PARENTS ANONYMOUS OF NEW - PARENTS ANONYMOUS OF NEW 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: PARENTS ANONYMOUS OF NEW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARENTS ANONYMOUS OF NEW 401 K PROFIT SHARING PLAN TRUST, PARENTS ANONYMOUS OF NEW

PARENTS ANONYMOUS OF NEWEIN 22-2215721Plan #001PY 2017

127 US HIGHWAY 206 STE 10 - HAMILTON, NJ 086104300609-585-7666LinkedIn11-50 employeesindividual & family services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$455K

+16.8% from 2016

Total participants

0.0% from 2016

Average account balance

$28,407

+9.5% from 2016

Annual return

17.32%

+14.12 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$731K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4814

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$55K

$4593 / participant

Other / not subdivided$55K100.0%

% of EOY assets

12.127%

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

$28,407

$99,031-71.3%

$86,597-67.2%

$147,585-80.8%

Participation rate

91.7%

76.3%+15.3pp

73.5%+18.1pp

82.8%+8.8pp

Annual return

17.32%

1312.56%-1295.2pp

964.96%-947.6pp

578.57%-561.2pp

Employer contribution / active EE

$3,000

$3,132-4.2%

$2,840+5.7%

$4,876-38.5%

Participant deferral / active EE

$1,430

$3,972-64.0%

$3,609-60.4%

$5,439-73.7%

Admin fee / account holder

$3,445

$5,711-39.7%

$4,906-29.8%

$10,885-68.4%

PARENTS ANONYMOUS OF NEW 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARENTS ANONYMOUS OF NEW 401 K PROFIT SHARING PLAN TRUST

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