Retirement plan

THE NORTHRIDGE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: THE NORTHRIDGE GROUP, INC. - THE NORTHRIDGE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: THE NORTHRIDGE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NORTHRIDGE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, THE NORTHRIDGE GROUP, INC.

THE NORTHRIDGE GROUP, INC.EIN 36-4271881Plan #002PY 2017

9700 W. HIGGINS ROAD, SUITE 600 - ROSEMONT, IL 60018847-692-2288northridgegroup.comLinkedIn51-200 employeesmanagement consulting

Other plans on this EIN

1 filing

#001Retirement-$5.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+303.4% from 2016

Total participants

+9.1% from 2016

Average account balance

$63,333

+253.8% from 2016

Annual return

249.07%

+249.07 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.78M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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

$557K

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

-32.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3428

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 codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$231K

$4046 / participant

Other / not subdivided$231K100.0%

% of EOY assets

6.388%

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

$63,333

$85,766-26.2%

$136,297-53.5%

$70,131-9.7%

Participation rate

94.7%

74.2%+20.6pp

81.9%+12.8pp

69.5%+25.2pp

Annual return

249.07%

31.45%+217.6pp

5156.16%-4907.1pp

73.14%+175.9pp

Employer contribution / active EE

$8,526

$2,966+187.4%

$4,696+81.6%

$2,342+264.0%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$4,046

$5,420-25.4%

$9,244-56.2%

$4,645-12.9%

THE NORTHRIDGE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NORTHRIDGE GROUP, INC. EMPLOYEE STOCK OWNERSHIP 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