Retirement plan

JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST

Name: JOHN C BOYLE III TREE SURGERY - JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: JOHN C BOYLE III TREE SURGERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST, JOHN C BOYLE III TREE SURGERY

JOHN C BOYLE III TREE SURGERYEIN 27-4384064Plan #001PY 2021

322 MINUTE ARMS RD - UNION, NJ 07083908-964-9358

Prospect flagsLow returnsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$201K

+60.3% from 2019

Total participants

0.0% from 2019

Average account balance

$66,833

+6.8% from 2019

Annual return

1.69%

-29.38 pp from 2019

Benchmarks

See 5,804 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,804 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$306K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$983

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$23K

$11635 / participant

Other / not subdivided$23K100.0%

% of EOY assets

11.606%

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

$66,833

$155,833-57.1%

$124,693-46.4%

$167,536-60.1%

Participation rate

100.0%

81.1%+18.9pp

74.6%+25.4pp

82.1%+17.9pp

Annual return

1.69%

17.98%-16.3pp

5144.19%-5142.5pp

478.82%-477.1pp

Employer contribution / active EE

$4,164-100.0%

$3,324-100.0%

$4,839-100.0%

Participant deferral / active EE

$9,750

$5,675+71.8%

$4,615+111.3%

$6,342+53.7%

Admin fee / account holder

$7,757

$9,534-18.6%

$7,494+3.5%

$12,315-37.0%

JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN C BOYLE III TREE SURGERY 401(K) PROFIT SHARING PLAN & TRUST

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