Retirement plan

CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN

Name: CALVERT PEARSON INSURANCE GROUP - CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CALVERT PEARSON INSURANCE GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN, CALVERT PEARSON INSURANCE GROUP

CALVERT PEARSON INSURANCE GROUPEIN 25-1732090Plan #001PY 2016

712 PENNSYLVANIA AVENUE - WEST WARREN, PA 16365814-726-5610calvertpearson.comLinkedIn11-50 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$395K

No prior year

Total participants

No prior year

Average account balance

$32,883

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$415K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1621

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 codes2E2F2J2T3D3H

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).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$32,883

$153,769-78.6%

$133,975-75.5%

$273,972-88.0%

Participation rate

92.3%

88.4%+3.9pp

87.1%+5.2pp

83.0%+9.3pp

Annual return

0.00%

36.51%-36.5pp

29.29%-29.3pp

41.46%-41.5pp

Employer contribution / active EE

$1,977

$6,029-67.2%

$5,211-62.1%

$4,869-59.4%

Participant deferral / active EE

$6,389

$6,958-8.2%

$6,282+1.7%

$5,287+20.8%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALVERT PEARSON INSURANCE GROUP 401(K) PROFIT SHARING 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