Retirement plan

NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN

Name: NATIONAL DOMESTIC WORKERS ALLIAN - NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: NATIONAL DOMESTIC WORKERS ALLIAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN, NATIONAL DOMESTIC WORKERS ALLIAN

NATIONAL DOMESTIC WORKERS ALLIANEIN 35-2420942Plan #001PY 2015

395 HUDSON STREET, 4TH FLOOR - NEW YORK, NY 10014646-360-5807domesticworkers.orgLinkedIn51-200 employeespublic policy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$241K

No prior year

Total participants

No prior year

Average account balance

$12,704

No prior year

Annual return

16.90%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.59M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

128

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$583K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+23.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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

1 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

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

$12,704

$84,697-85.0%

$73,845-82.8%

$125,393-89.9%

Participation rate

89.5%

76.8%+12.7pp

73.4%+16.0pp

83.2%+6.3pp

Annual return

16.90%

3123.66%-3106.8pp

2267.91%-2251.0pp

282.23%-265.3pp

Employer contribution / active EE

$1,787

$3,123-42.8%

$2,788-35.9%

$4,866-63.3%

Participant deferral / active EE

$3,034

$3,993-24.0%

$3,583-15.3%

$5,351-43.3%

Admin fee / account holder

$5,692-100.0%

$4,881-100.0%

$9,541-100.0%

NATIONAL DOMESTIC WORKERS ALLI 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL DOMESTIC WORKERS ALLI 401K 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