Retirement plan

ENVIRONMENTAL ADVOCATES OF NEW YORK, INC. RETIREMENT PLAN

Name: ENVIRONMENTAL ADVOCATES OF NEW YORK - ENVIRONMENTAL ADVOCATES OF NEW YORK, INC. RETIREMENT PLAN (2015) Form 5500
Creator: ENVIRONMENTAL ADVOCATES OF NEW YORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL ADVOCATES OF NEW YORK, INC. RETIREMENT PLAN, ENVIRONMENTAL ADVOCATES OF NEW YORK

ENVIRONMENTAL ADVOCATES OF NEW YORKEIN 22-2360736Plan #001PY 2015

353 HAMILTON STREET - ALBANY, NY 12210518-462-5526eany.orgLinkedIn11-50 employeespublic policy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$552K

No prior year

Total participants

No prior year

Average account balance

$25,096

No prior year

Annual return

-0.19%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

244.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35745

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 codes2E2G2M3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$600

$50 / participant

Other / not subdivided$600100.0%

% of EOY assets

0.109%

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

$25,096

$84,685-70.4%

$73,836-66.0%

$125,389-80.0%

Participation rate

91.7%

76.8%+14.9pp

73.4%+18.2pp

83.2%+8.5pp

Annual return

-0.19%

3123.80%-3124.0pp

2268.06%-2268.2pp

282.24%-282.4pp

Employer contribution / active EE

$2,257

$3,123-27.7%

$2,787-19.0%

$4,866-53.6%

Participant deferral / active EE

$4,027

$3,993+0.9%

$3,583+12.4%

$5,352-24.8%

Admin fee / account holder

$27

$5,694-99.5%

$4,882-99.4%

$9,541-99.7%

ENVIRONMENTAL ADVOCATES OF NEW YORK, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL ADVOCATES OF NEW YORK, INC. RETIREMENT PLAN

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