Retirement plan

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT FAMILY NETWORK

Name: WESTSIDE INFANT FAMILY NETWORK - EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT FAMILY NETWORK (2017) Form 5500
Creator: WESTSIDE INFANT FAMILY NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT FAMILY NETWORK, WESTSIDE INFANT FAMILY NETWORK

WESTSIDE INFANT FAMILY NETWORKEIN 27-4018980Plan #001PY 2017

3701 STOCKER ST., STE 204 - LOS ANGELES, CA 90008310-846-4100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$423K

+24.0% from 2016

Total participants

-8.3% from 2016

Average account balance

$38,462

+24.0% from 2016

Annual return

14.43%

+5.77 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

97.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2095

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 codes2F2T3D

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).
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$3483 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.470%

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

$38,462

$99,011-61.2%

$86,582-55.6%

$147,586-73.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

14.43%

1312.75%-1298.3pp

965.08%-950.7pp

578.59%-564.2pp

Employer contribution / active EE

$4,694

$3,132+49.9%

$2,839+65.3%

$4,876-3.7%

Participant deferral / active EE

$6,235

$3,972+57.0%

$3,609+72.8%

$5,439+14.6%

Admin fee / account holder

$950

$5,709-83.4%

$4,904-80.6%

$10,886-91.3%

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT FAMILY NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT FAMILY NETWORK

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