Retirement plan

SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLAN

Name: SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLAN - SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLAN (2015) Form 5500
Creator: SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLAN, SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLAN

SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLANEIN 24-0717470Plan #010PY 2015

149 PENN AVENUE - SCRANTON, PA 185032055570-348-9181LinkedIn1-10 employeestransportation/trucking/railroad

Other plans on this EIN

5 filings

#005Retirement-$31.5M assets #011Retirement-$706K assets #009Retirement-$349K assets #001Retirement-$240K assets #012Retirement-$59K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$49K

No prior year

Total participants

No prior year

Average account balance

$16,278

No prior year

Annual return

1.48%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-6.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes3D2E2F2G2J3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$45

$15 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.092%

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

$16,278

$86,701-81.2%

$73,309-77.8%

$125,389-87.0%

Participation rate

100.0%

78.6%+21.4pp

74.9%+25.1pp

83.2%+16.8pp

Annual return

1.48%

2.78%-1.3pp

5.67%-4.2pp

282.24%-280.8pp

Employer contribution / active EE

$384

$4,152-90.8%

$3,237-88.1%

$4,866-92.1%

Participant deferral / active EE

$412

$5,549-92.6%

$4,991-91.7%

$5,352-92.3%

Admin fee / account holder

$15

$7,768-99.8%

$5,635-99.7%

$9,541-99.8%

SCRANTON TIMES LOCAL 229 A.M. EDITION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCRANTON TIMES LOCAL 229 A.M. EDITION 401K 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