Retirement plan

NATIONAL FROZEN & REFRIGERATED FOODS ASSOCIATION, INC. MONEY PURCHASE PENSION PLAN

Name: NATIONAL FROZEN AND REFRIGERATED FOODS ASSOCIATION, INC. - NATIONAL FROZEN & REFRIGERATED FOODS ASSOCIATION, INC. MONEY PURCHASE PENSION PLAN (2015) Form 5500
Creator: NATIONAL FROZEN AND REFRIGERATED FOODS ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL FROZEN & REFRIGERATED FOODS ASSOCIATION, INC. MONEY PURCHASE PENSION PLAN, NATIONAL FROZEN AND REFRIGERATED FOODS ASSOCIATION, INC.

NATIONAL FROZEN AND REFRIGERATED FOODS ASSOCIATION, INC.EIN 25-1206175Plan #002PY 2015

4755 LINGLESTOWN ROAD, SUITE 300 - HARRISBURG, PA 17112717-657-8601nfraweb.orgLinkedIn1-10 employeesfood & beverages

Other plans on this EIN

1 filing

#003Retirement-$310K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$136,215

No prior year

Annual return

-2.72%

No prior year

Benchmarks

See 26,345 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,345 peers

Snapshot2015

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

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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

-46.24%

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2C2F2H3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$136,215

$84,695+60.8%

$73,843+84.5%

$125,391+8.6%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-2.72%

3123.53%-3126.3pp

2267.84%-2270.6pp

282.22%-284.9pp

Employer contribution / active EE

$9,239

$3,123+195.8%

$2,787+231.4%

$4,866+89.9%

Participant deferral / active EE

$3,992-100.0%

$3,583-100.0%

$5,352-100.0%

Admin fee / account holder

$5,691-100.0%

$4,880-100.0%

$9,540-100.0%

NATIONAL FROZEN & REFRIGERATED FOODS ASSOCIATION, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL FROZEN & REFRIGERATED FOODS ASSOCIATION, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion