Retirement plan

NASSAU INN LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

Name: NASSAU INN LP - NASSAU INN LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: NASSAU INN LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASSAU INN LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST, NASSAU INN LP

NASSAU INN LPEIN 22-2781100Plan #002PY 2018

10 PALMER SQ E - PRINCETON, NJ 085423796609-921-7500

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$932K

-3.1% from 2017

Total participants

106

+20.5% from 2017

Average account balance

$25,902

-3.1% from 2017

Annual return

-6.72%

-25.25 pp from 2017

Benchmarks

See 3,192 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,192 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

46.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$692

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

+16.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$40 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.403%

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

$25,902

$32,117-19.3%

$71,086-63.6%

$64,173-59.6%

Participation rate

25.5%

42.7%-17.2pp

54.7%-29.1pp

69.6%-44.0pp

Annual return

-6.72%

-5.57%-1.2pp

650.59%-657.3pp

7.63%-14.4pp

Employer contribution / active EE

$712-100.0%

$1,088-100.0%

$2,381-100.0%

Participant deferral / active EE

$394

$1,263-68.8%

$1,874-79.0%

$3,470-88.6%

Admin fee / account holder

$104

$2,759-96.2%

$3,082-96.6%

$4,887-97.9%

NASSAU INN LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASSAU INN LIMITED PARTNERSHIP 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