Retirement plan

THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST

Name: THE FEDELI GROUP, INC. - THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST (2018) Form 5500
Creator: THE FEDELI GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST, THE FEDELI GROUP, INC.

THE FEDELI GROUP, INC.EIN 34-1310398Plan #002PY 2018

5005 ROCKSIDE RD, #500 - INDEPENDENCE, OH 44131216-643-6998thefedeligroup.comLinkedIn51-200 employeesinsurance

Other plans on this EIN

2 filings

#001Retirement-$12.9M assets #003Retirement-$1.2M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+50.7% from 2017

Total participants

+8.1% from 2017

Average account balance

No prior year

Annual return

12.51%

+9.63 pp from 2017

Benchmarks

See 607 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined benefit

Participants25-99

Cohort607 peers

Snapshot2018

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

-100.00%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C1D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1D
Floor-offset plan
Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$159,028-100.0%

$379,314-100.0%

$105,125-100.0%

Participation rate

0.0%

2.9%-2.9pp

17.4%-17.4pp

14.6%-14.6pp

Annual return

12.51%

-1.56%+14.1pp

-2.18%+14.7pp

10.56%+1.9pp

Employer contribution / active EE

$14,825

$15,244-2.7%

$38,751-61.7%

$13,643+8.7%

Participant deferral / active EE

$27-100.0%

$151-100.0%

$62-100.0%

Admin fee / account holder

$922-100.0%

$4,180-100.0%

$3,354-100.0%

THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

THE FEDELI GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion