Retirement plan

SAFE IN HUNTERDON 401(K) PLAN

Name: SAFE IN HUNTERDON - SAFE IN HUNTERDON 401(K) PLAN (2015) Form 5500
Creator: SAFE IN HUNTERDON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE IN HUNTERDON 401(K) PLAN, SAFE IN HUNTERDON

SAFE IN HUNTERDONEIN 22-2267191Plan #001PY 2015

47 EAST MAIN STREET - FLEMINGTON, NJ 08822908-788-7666safeinhunterdon.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$89K

No prior year

Total participants

No prior year

Average account balance

$14,834

No prior year

Annual return

0.63%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$129K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

21.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$704

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

+551.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$631

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

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

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

$14,834

$75,832-80.4%

$147,617-90.0%

$59,633-75.1%

Participation rate

9.4%

71.6%-62.2pp

84.6%-75.2pp

68.7%-59.3pp

Annual return

0.63%

0.37%+0.3pp

61.98%-61.4pp

2041.45%-2040.8pp

Employer contribution / active EE

$3,485-100.0%

$5,564-100.0%

$2,203-100.0%

Participant deferral / active EE

$586

$3,131-81.3%

$4,895-88.0%

$3,192-81.6%

Admin fee / account holder

$5,986-100.0%

$11,612-100.0%

$4,297-100.0%

SAFE IN HUNTERDON 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAFE IN HUNTERDON 401(K) PLAN

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