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. (2017) 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, INCEIN 22-3764656Plan #002PY 2017

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

Other plans on this EIN

1 filing

#001Retirement-$31K assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+34.6% from 2016

Total participants

+1.8% from 2016

Average account balance

$33,292

+32.3% from 2016

Annual return

25.16%

+14.59 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

2 tripped

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

$40K

$743 / participant

Other / not subdivided$40K100.0%

% of EOY assets

2.077%

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

$33,292

$84,236-60.5%

$170,435-80.5%

$70,126-52.5%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

25.16%

23.06%+2.1pp

205.94%-180.8pp

73.15%-48.0pp

Employer contribution / active EE

$1,223

$3,387-63.9%

$5,432-77.5%

$2,343-47.8%

Participant deferral / active EE

$2,028

$3,086-34.3%

$4,939-58.9%

$3,332-39.1%

Admin fee / account holder

$691

$5,698-87.9%

$13,881-95.0%

$4,645-85.1%

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