Retirement plan

NEW YORK-NEW JERSEY DC PLAN

Name: NEW YORK NEW JERSEY TRAIL CONFERENCE - NEW YORK-NEW JERSEY DC PLAN (2021) Form 5500
Creator: NEW YORK NEW JERSEY TRAIL CONFERENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW YORK-NEW JERSEY DC PLAN, NEW YORK NEW JERSEY TRAIL CONFERENCE

NEW YORK NEW JERSEY TRAIL CONFERENCEEIN 22-6042838Plan #001PY 2021

600 RAMAPO VALLEY ROAD - MAHWAH, NJ 07430201-512-9348nynjtc.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+21.8% from 2020

Total participants

+2.1% from 2020

Average account balance

$51,421

+19.1% from 2020

Annual return

15.36%

-2.96 pp from 2020

Benchmarks

See 9,036 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,036 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.97M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

148.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$199K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2182

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 codes2J2L

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$284 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.402%

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

$51,421

$99,994-48.6%

$146,643-64.9%

$85,847-40.1%

Participation rate

87.5%

73.1%+14.4pp

80.1%+7.4pp

69.3%+18.2pp

Annual return

15.36%

18.93%-3.6pp

22.75%-7.4pp

318.61%-303.2pp

Employer contribution / active EE

$1,158

$2,559-54.7%

$4,137-72.0%

$2,565-54.9%

Participant deferral / active EE

$2,889

$4,006-27.9%

$5,506-47.5%

$3,952-26.9%

Admin fee / account holder

$207

$7,703-97.3%

$10,280-98.0%

$6,261-96.7%

NEW YORK-NEW JERSEY DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW YORK-NEW JERSEY DC 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