Retirement plan

SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN

Name: SPECIAL PEOPLE IN NORTHEAST, INC. - SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN (2017) Form 5500
Creator: SPECIAL PEOPLE IN NORTHEAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN, SPECIAL PEOPLE IN NORTHEAST, INC.

SPECIAL PEOPLE IN NORTHEAST, INC.EIN 23-1742920Plan #001PY 2017

10521 DRUMMOND ROAD - PHILADELPHIA, PA 191543807215-612-7500convio.netLinkedIn501-1000 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$22.9M

+20.7% from 2016

Total participants

1,323

-1.2% from 2016

Average account balance

$33,572

+17.5% from 2016

Annual return

17.09%

-47.54 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50.72M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

760

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.

55.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.45M

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

+18.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$282

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
BENEFIT PLANS ADMIN SERVICES, INC.1 year Service code 15 · EIN 16-1503696	Recordkeeping	$96,809
THE HAVERFORD TRUST COMPANY1 year Service code 16 3 RADNOR CORPORATE CENTER · RADNOR, PA 19087	Consulting	$55,028

Plan features & details

Pension benefit codes2L2K2F2G

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$152K

$124 / participant

Investment mgmt$85K55.7%
Contract admin$63K41.2%
Other / not subdivided$5K3.1%

% of EOY assets

0.664%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ZELENKOFSKE AXELROD LLC
Auditor EIN: 233022325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,572

$44,989-25.4%

$170,435-80.3%

$77,958-56.9%

Participation rate

47.4%

64.6%-17.2pp

83.6%-36.2pp

71.6%-24.3pp

Annual return

17.09%

19.61%-2.5pp

205.94%-188.9pp

20.87%-3.8pp

Employer contribution / active EE

$750

$1,466-48.9%

$5,432-86.2%

$2,310-67.6%

Participant deferral / active EE

$1,094

$2,208-50.4%

$4,939-77.8%

$3,537-69.1%

Admin fee / account holder

$223

$69+223.3%

$13,881-98.4%

$97+128.9%

Provider

Service type

Compensation

BENEFIT PLANS ADMIN SERVICES, INC.1 year

Service code 15 · EIN 16-1503696

Recordkeeping

$96,809

THE HAVERFORD TRUST COMPANY1 year

Service code 16

3 RADNOR CORPORATE CENTER · RADNOR, PA 19087

Consulting

$55,028

SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) 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