Retirement plan

ACCIDENT FUND HOLDINGS, INC. EMPLOYEE'S SAVINGS PLAN

Name: ACCIDENT FUND HOLDINGS, INC. - ACCIDENT FUND HOLDINGS, INC. EMPLOYEE'S SAVINGS PLAN (2017) Form 5500
Creator: ACCIDENT FUND HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCIDENT FUND HOLDINGS, INC. EMPLOYEE'S SAVINGS PLAN, ACCIDENT FUND HOLDINGS, INC.

ACCIDENT FUND HOLDINGS, INC.EIN 38-3207001Plan #001PY 2017

200 N GRAND AVE - LANSING, MI 48933313-225-9000LinkedIn1001-5000 employees

Other plans on this EIN

1 filing

#002Retirement-$15.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$160.1M

+62.2% from 2016

Total participants

1,364

+32.2% from 2016

Average account balance

$125,633

+20.9% from 2016

Annual return

53.18%

+53.18 pp from 2016

Benchmarks

See 531 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort531 peers

Snapshot2017

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

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,316

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17.56M

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

-103.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 codes2G2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$70K

$54 / participant

Other / not subdivided$70K100.0%

% of EOY assets

0.044%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GEORGE JOHNSON AND COMPANY
Auditor EIN: 382029668
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,633

$89,274+40.7%

$149,721-16.1%

$77,958+61.2%

Participation rate

93.2%

87.6%+5.5pp

87.1%+6.1pp

71.6%+21.5pp

Annual return

53.18%

20.36%+32.8pp

1501.67%-1448.5pp

20.87%+32.3pp

Employer contribution / active EE

$3,344

$3,727-10.3%

$5,444-38.6%

$2,310+44.7%

Participant deferral / active EE

$8,685

$5,382+61.4%

$6,568+32.2%

$3,537+145.6%

Admin fee / account holder

$55

$240-77.0%

$11,282-99.5%

$97-43.3%

ACCIDENT FUND HOLDINGS, INC. EMPLOYEE'S SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCIDENT FUND HOLDINGS, INC. EMPLOYEE'S SAVINGS 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