Retirement plan

LINCOLN PARK SCHOOLS 401(K) PLAN

Name: LINCOLN PARK NURSERY SCHOOL, INC. - LINCOLN PARK SCHOOLS 401(K) PLAN (2019) Form 5500
Creator: LINCOLN PARK NURSERY SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LINCOLN PARK SCHOOLS 401(K) PLAN, LINCOLN PARK NURSERY SCHOOL, INC.

LINCOLN PARK NURSERY SCHOOL, INC.EIN 36-3940940Plan #001PY 2019

108 W GERMANIA PL - CHICAGO, IL 606102980773-665-0110LinkedIn11-50 employeesindividual & family services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.2M

+35.6% from 2018

Total participants

-16.9% from 2018

Average account balance

$23,095

+35.6% from 2018

Annual return

25.34%

+29.18 pp from 2018

Benchmarks

See 3,900 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,900 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.13M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

83.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$851

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

+17.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2657

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 codes2G2J3D

Plan features

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$200 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.782%

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

$23,095

$45,082-48.8%

$69,464-66.8%

$72,975-68.4%

Participation rate

63.8%

68.5%-4.7pp

74.6%-10.8pp

69.5%-5.7pp

Annual return

25.34%

22.66%+2.7pp

28.98%-3.6pp

81.01%-55.7pp

Employer contribution / active EE

$413

$2,055-79.9%

$2,779-85.1%

$2,440-83.1%

Participant deferral / active EE

$1,720

$2,604-34.0%

$3,536-51.4%

$3,608-52.3%

Admin fee / account holder

$181

$3,057-94.1%

$3,840-95.3%

$5,124-96.5%

LINCOLN PARK SCHOOLS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LINCOLN PARK SCHOOLS 401(K) PLAN

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