Retirement plan

EMPLOYEE BENEFIT PLAN OF PARTNERS FOR KIDS AND FAMILIES, INC.

Name: PARTNERS FOR KIDS AND FAMILIES, INC . - EMPLOYEE BENEFIT PLAN OF PARTNERS FOR KIDS AND FAMILIES, INC. (2016) Form 5500
Creator: PARTNERS FOR KIDS AND FAMILIES, INC .
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF PARTNERS FOR KIDS AND FAMILIES, INC., PARTNERS FOR KIDS AND FAMILIES, INC .

PARTNERS FOR KIDS AND FAMILIES, INC .EIN 22-3764656Plan #002PY 2016

122 BURRS RD STE B - MOUNT HOLLY, NJ 08060609-518-6800pfkf.orgLinkedIn1-10 employeesmental health care

Other plans on this EIN

1 filing

#001Retirement-$26K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+23.4% from 2015

Total participants

+29.5% from 2015

Average account balance

$25,161

-4.7% from 2015

Annual return

10.57%

+11.64 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.29M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

75.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$430K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3006

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$13K

$269 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.936%

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

$25,161

$77,638-67.6%

$156,551-83.9%

$62,881-60.0%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

10.57%

50.33%-39.8pp

32.23%-21.7pp

20.14%-9.6pp

Employer contribution / active EE

$1,248

$3,444-63.8%

$5,501-77.3%

$2,281-45.3%

Participant deferral / active EE

$1,997

$3,046-34.4%

$4,871-59.0%

$3,203-37.6%

Admin fee / account holder

$236

$5,561-95.8%

$13,028-98.2%

$4,296-94.5%

EMPLOYEE BENEFIT PLAN OF PARTNERS FOR KIDS AND FAMILIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF PARTNERS FOR KIDS AND FAMILIES, INC.

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