Retirement plan

NEW JERSEY PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN

Name: NEW JERSEY PRIMARY CARE ASSOCIATION, INC. - NEW JERSEY PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN (2016) Form 5500
Creator: NEW JERSEY PRIMARY CARE ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW JERSEY PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN, NEW JERSEY PRIMARY CARE ASSOCIATION, INC.

NEW JERSEY PRIMARY CARE ASSOCIATION, INC.EIN 22-2954710Plan #001PY 2016

3836 QUAKERBRIDGE ROAD, SUITE 201 - HAMILTON, NJ 08619609-689-9930LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$511K

-16.3% from 2015

Total participants

0.0% from 2015

Average account balance

$31,944

-47.7% from 2015

Annual return

3.12%

+2.55 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1695

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 codes2G2M

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$201K

$22335 / participant

Other / not subdivided$201K100.0%

% of EOY assets

39.330%

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

$31,944

$181,896-82.4%

$156,551-79.6%

$273,972-88.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

3.12%

30.74%-27.6pp

32.23%-29.1pp

41.46%-38.3pp

Employer contribution / active EE

$5,443

$6,248-12.9%

$5,501-1.1%

$4,869+11.8%

Participant deferral / active EE

$3,732

$5,550-32.8%

$4,871-23.4%

$5,287-29.4%

Admin fee / account holder

$12,564

$15,560-19.3%

$13,028-3.6%

$10,133+24.0%

NEW JERSEY PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW JERSEY PRIMARY CARE ASSOCIATION, INC. 403(B) 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