Retirement plan

OGDEN PARTNERS, INC. PROFIT SHARING/401(K) PLAN AND TRUST

Name: OGDEN PARTNERS, INC. C/O CARNOW AND ASSOCIATES, LTD. - OGDEN PARTNERS, INC. PROFIT SHARING/401(K) PLAN AND TRUST (2016) Form 5500
Creator: OGDEN PARTNERS, INC. C/O CARNOW AND ASSOCIATES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OGDEN PARTNERS, INC. PROFIT SHARING/401(K) PLAN AND TRUST, OGDEN PARTNERS, INC. C/O CARNOW AND ASSOCIATES, LTD.

OGDEN PARTNERS, INC. C/O CARNOW AND ASSOCIATES, LTD.EIN 36-3847910Plan #003PY 2016

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-501-4622LinkedIn1-10 employees

Other plans on this EIN

1 filing

#004Retirement-$249K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$142K

+68.7% from 2015

Total participants

0.0% from 2015

Average account balance

$47,443

+68.7% from 2015

Annual return

6.86%

+5.58 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$820K

Not enough data

1 years with asset history on file

Average account balance

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

$273K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2467

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$4K

$1222 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.576%

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

$47,443

$215,361-78.0%

$171,082-72.3%

$273,972-82.7%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

6.86%

25.14%-18.3pp

32.56%-25.7pp

41.46%-34.6pp

Employer contribution / active EE

$2,609

$4,967-47.5%

$4,002-34.8%

$4,869-46.4%

Participant deferral / active EE

$16,000

$5,543+188.6%

$4,797+233.5%

$5,287+202.6%

Admin fee / account holder

$1,222

$10,846-88.7%

$8,520-85.7%

$10,133-87.9%

OGDEN PARTNERS, INC. PROFIT SHARING/401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OGDEN PARTNERS, INC. PROFIT SHARING/401(K) PLAN AND 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