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. (2019) 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 2019

122 BURRS RD STE B - MOUNT HOLLY, NJ 080604417609-518-6800pfkf.orgLinkedIn1-10 employeesmental health care

Other plans on this EIN

1 filing

#001Retirement-$38K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+30.9% from 2018

Total participants

+8.1% from 2018

Average account balance

$39,365

+22.9% from 2018

Annual return

20.95%

+28.29 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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 codes2F2G3D

Plan features

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.
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

$14K

$234 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.558%

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

$39,365

$85,171-53.8%

$172,753-77.2%

$72,976-46.1%

Participation rate

96.7%

70.1%+26.7pp

82.6%+14.1pp

69.5%+27.2pp

Annual return

20.95%

27.32%-6.4pp

803.00%-782.1pp

81.02%-60.1pp

Employer contribution / active EE

$1,253

$3,324-62.3%

$5,144-75.6%

$2,440-48.6%

Participant deferral / active EE

$2,169

$3,260-33.5%

$5,198-58.3%

$3,608-39.9%

Admin fee / account holder

$219

$5,880-96.3%

$13,956-98.4%

$5,124-95.7%

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