Retirement plan

THE ROYAL OAK FOUNDATION 403(B)7 EMPLOYER MATCH RETIREMENT PLAN

Name: THE ROYAL OAK FOUNDATION - THE ROYAL OAK FOUNDATION 403(B)7 EMPLOYER MATCH RETIREMENT PLAN (2015) Form 5500
Creator: THE ROYAL OAK FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ROYAL OAK FOUNDATION 403(B)7 EMPLOYER MATCH RETIREMENT PLAN, THE ROYAL OAK FOUNDATION

THE ROYAL OAK FOUNDATIONEIN 23-7349380Plan #001PY 2015

20 W 44TH ST STE 606 - NEW YORK, NY 100366603212-480-2889royal-oak.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$704K

No prior year

Total participants

No prior year

Average account balance

$58,702

No prior year

Annual return

-0.46%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

185.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20968

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 codes2G2M

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

$405

$68 / participant

Other / not subdivided$405100.0%

% of EOY assets

0.057%

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

$58,702

$84,697-30.7%

$73,845-20.5%

$125,393-53.2%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.46%

3123.66%-3124.1pp

2267.91%-2268.4pp

282.23%-282.7pp

Employer contribution / active EE

$1,769

$3,123-43.4%

$2,788-36.6%

$4,866-63.7%

Participant deferral / active EE

$5,037

$3,993+26.2%

$3,583+40.6%

$5,351-5.9%

Admin fee / account holder

$34

$5,692-99.4%

$4,881-99.3%

$9,541-99.6%

THE ROYAL OAK FOUNDATION 403(B)7 EMPLOYER MATCH RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ROYAL OAK FOUNDATION 403(B)7 EMPLOYER MATCH RETIREMENT 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