Retirement plan

FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN

Name: FIRST NATIONAL CAPITAL, INC. - FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: FIRST NATIONAL CAPITAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN, FIRST NATIONAL CAPITAL, INC.

FIRST NATIONAL CAPITAL, INC.EIN 22-2559137Plan #007PY 2018

790 PENLLYN BLUE BELL PIKE, SUITE 208 - BLUE BELL, PA 19422215-540-5400firstnationalescape.comLinkedIn1-10 employeesentertainment

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.6M

+9.5% from 2017

Total participants

0.0% from 2017

Average account balance

$547,185

+9.5% from 2017

Annual return

8.79%

+0.01 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.55M

Not enough data

1 years with asset history on file

Average account balance

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

$887K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24500

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40K

$13333 / participant

Other / not subdivided$40K100.0%

% of EOY assets

2.437%

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

$547,185

$211,946+158.2%

$169,452+222.9%

$135,380+304.2%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

8.79%

3.26%+5.5pp

1.83%+7.0pp

519.81%-511.0pp

Employer contribution / active EE

$16,667

$5,117+225.7%

$4,157+300.9%

$4,779+248.8%

Participant deferral / active EE

$6,075-100.0%

$5,277-100.0%

$5,609-100.0%

Admin fee / account holder

$13,333

$11,472+16.2%

$9,110+46.4%

$10,828+23.1%

FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIRST NATIONAL CAPITAL, INC. 401(K) PROFIT SHARING 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