Retirement plan

CHESTNUT HILL LOCAL, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: CHESTNUT HILL LOCAL, INC. - CHESTNUT HILL LOCAL, INC. 401K PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: CHESTNUT HILL LOCAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHESTNUT HILL LOCAL, INC. 401K PROFIT SHARING PLAN AND TRUST, CHESTNUT HILL LOCAL, INC.

CHESTNUT HILL LOCAL, INC.EIN 23-1580703Plan #003PY 2022

8434 GERMANTOWN AVE - PHILADELPHIA, PA 19118215-248-8136LinkedIn11-50 employeesnewspapers

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$306K

-16.8% from 2021

Total participants

0.0% from 2021

Average account balance

$50,944

-16.8% from 2021

Annual return

-16.78%

-38.39 pp from 2021

Benchmarks

See 10,388 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,388 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$428K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

53.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$681

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

+12.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$922

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

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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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$332 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.543%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,944

$99,640-48.9%

$86,436-41.1%

$134,475-62.1%

Participation rate

0.0%

82.0%-82.0pp

80.3%-80.3pp

81.2%-81.2pp

Annual return

-16.78%

6782.58%-6799.4pp

4394.89%-4411.7pp

417.96%-434.7pp

Employer contribution / active EE

$4,400-100.0%

$3,769-100.0%

$4,740-100.0%

Participant deferral / active EE

$7,246-100.0%

$6,952-100.0%

$6,400-100.0%

Admin fee / account holder

$277

$8,371-96.7%

$6,731-95.9%

$11,426-97.6%

CHESTNUT HILL LOCAL, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHESTNUT HILL LOCAL, INC. 401K PROFIT SHARING PLAN AND TRUST

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